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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 | $6,485 | $154,209-95.8% | $130,062-95.0% | $139,487-95.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 23.81% | 32.52%-8.7pp | -137.37%+161.2pp | 373.84%-350.0pp |
| Employer contribution / active EE | $3,578 | $5,292-32.4% | $4,322-17.2% | $4,755-24.7% |
| Participant deferral / active EE | $3,578 | $6,709-46.7% | $5,821-38.5% | $6,713-46.7% |
| Admin fee / account holder | $1,932 | $13,988-86.2% | $10,601-81.8% | $11,407-83.1% |