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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,820 | $160,028-92.0% | $147,080-91.3% | $145,884-91.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.78% | 98.60%-91.8pp | 420.17%-413.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,384 | $5,286-73.8% | $4,933-72.0% | $4,662-70.3% |
| Participant deferral / active EE | $15,714 | $8,422+86.6% | $8,066+94.8% | $6,690+134.9% |
| Admin fee / account holder | $1,364 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |