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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,058 | $44,850-75.3% | $60,547-81.7% | $59,633-81.5% |
| Participation rate | 36.8% | 59.5%-22.7pp | 68.0%-31.2pp | 68.7%-31.9pp |
| Annual return | -2.60% | 1074.14%-1076.7pp | 335.64%-338.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $395 | $1,462-73.0% | $2,419-83.7% | $2,203-82.1% |
| Participant deferral / active EE | $813 | $2,230-63.5% | $3,328-75.6% | $3,192-74.5% |
| Admin fee / account holder | $358 | $3,635-90.1% | $4,536-92.1% | $4,297-91.7% |