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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 | $8,796 | $57,312-84.7% | $86,617-89.8% | $75,181-88.3% |
| Participation rate | 69.1% | 63.2%+5.9pp | 71.7%-2.6pp | 67.2%+1.9pp |
| Annual return | 41.58% | 2672.78%-2631.2pp | 591.91%-550.3pp | 160.69%-119.1pp |
| Employer contribution / active EE | $1,063 | $2,315-54.1% | $3,023-64.9% | $2,671-60.2% |
| Participant deferral / active EE | $1,743 | $3,319-47.5% | $4,437-60.7% | $4,126-57.8% |
| Admin fee / account holder | $356 | $4,114-91.3% | $5,613-93.7% | $5,650-93.7% |