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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 | $16,878 | $55,715-69.7% | $124,206-86.4% | $71,012-76.2% |
| Participation rate | 16.5% | 34.7%-18.2pp | 69.6%-53.1pp | 58.6%-42.0pp |
| Annual return | 23.46% | 73.23%-49.8pp | 515.27%-491.8pp | 37.67%-14.2pp |
| Employer contribution / active EE | $128 | $964-86.7% | $3,540-96.4% | $2,348-94.5% |
| Participant deferral / active EE | $646 | $1,833-64.8% | $3,968-83.7% | $3,246-80.1% |
| Admin fee / account holder | $700 | $1,481-52.7% | $5,929-88.2% | $1,167-40.0% |