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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 | $13,551 | $102,393-86.8% | $147,041-90.8% | $80,911-83.3% |
| Participation rate | 51.2% | 75.9%-24.7pp | 82.2%-31.0pp | 67.6%-16.5pp |
| Annual return | 16.96% | 134.95%-118.0pp | 419.21%-402.2pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,144 | $6,647-52.7% | $8,071-61.0% | $4,297-26.8% |
| Admin fee / account holder | $1,417 | $7,943-82.2% | $13,006-89.1% | $6,935-79.6% |