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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 | $8,699 | $65,423-86.7% | $98,477-91.2% | $85,856-89.9% |
| Participation rate | 28.8% | 65.0%-36.2pp | 73.3%-44.6pp | 69.3%-40.6pp |
| Annual return | 21.69% | 21.76%-0.1pp | 1493.59%-1471.9pp | 318.58%-296.9pp |
| Employer contribution / active EE | $520 | $2,168-76.0% | $2,961-82.4% | $2,565-79.7% |
| Participant deferral / active EE | $888 | $3,167-72.0% | $4,276-79.2% | $3,952-77.5% |
| Admin fee / account holder | $801 | $4,594-82.6% | $5,951-86.5% | $6,261-87.2% |