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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 | $14,306 | $102,393-86.0% | $147,041-90.3% | $80,911-82.3% |
| Participation rate | 64.7% | 75.9%-11.1pp | 82.2%-17.5pp | 67.6%-2.9pp |
| Annual return | 14.18% | 134.95%-120.8pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,403 | $3,715-62.2% | $4,935-71.6% | $2,756-49.1% |
| Participant deferral / active EE | $3,095 | $6,647-53.4% | $8,071-61.7% | $4,297-28.0% |
| Admin fee / account holder | $2,096 | $7,943-73.6% | $13,006-83.9% | $6,935-69.8% |