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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 | $24,298 | $209,428-88.4% | $178,498-86.4% | $158,950-84.7% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 35.76% | 188.78%-153.0pp | 151.09%-115.3pp | 302.91%-267.1pp |
| Employer contribution / active EE | $1,664 | $5,707-70.8% | $5,011-66.8% | $4,762-65.1% |
| Participant deferral / active EE | $6,154 | $5,955+3.3% | $5,202+18.3% | $5,983+2.9% |
| Admin fee / account holder | $408 | $17,077-97.6% | $13,985-97.1% | $11,248-96.4% |