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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 | $3,169 | $169,336-98.1% | $129,384-97.6% | $145,884-97.8% |
| Participation rate | 43.5% | 76.5%-33.0pp | 69.6%-26.2pp | 80.3%-36.8pp |
| Annual return | 16.60% | 14408.70%-14392.1pp | 9461.77%-9445.2pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,109 | $4,985-77.7% | $4,166-73.4% | $6,690-83.4% |
| Admin fee / account holder | $1,162 | $9,912-88.3% | $7,686-84.9% | $13,392-91.3% |