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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 | $23,544 | $78,636-70.1% | $105,607-77.7% | $74,459-68.4% |
| Participation rate | 55.0% | 72.8%-17.7pp | 75.3%-20.2pp | 67.2%-12.2pp |
| Annual return | 40.53% | 15.96%+24.6pp | 116.11%-75.6pp | 1369.70%-1329.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,210 | $4,322-2.6% | $5,011-16.0% | $4,350-3.2% |
| Admin fee / account holder | $1,726 | $2,220-22.3% | $10,958-84.2% | $1,945-11.3% |