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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 | $19,898 | $166,242-88.0% | $165,071-87.9% | $145,884-86.4% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 11.23% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,660 | $5,283-49.6% | $4,347-38.8% | $4,662-42.9% |
| Participant deferral / active EE | $3,775 | $6,964-45.8% | $6,035-37.4% | $6,690-43.6% |
| Admin fee / account holder | $1,679 | $16,658-89.9% | $12,695-86.8% | $13,392-87.5% |