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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 | $29,794 | $198,457-85.0% | $170,435-82.5% | $147,586-79.8% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 14.93% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,563 | $6,183-74.7% | $5,432-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $2,669 | $5,629-52.6% | $4,939-46.0% | $5,439-50.9% |
| Admin fee / account holder | $1,391 | $16,852-91.7% | $13,881-90.0% | $10,886-87.2% |