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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 | $28,870 | $202,345-85.7% | $172,755-83.3% | $152,885-81.1% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 20.50% | 1029.77%-1009.3pp | 802.94%-782.4pp | 345.39%-324.9pp |
| Employer contribution / active EE | $1,401 | $5,858-76.1% | $5,144-72.8% | $4,763-70.6% |
| Participant deferral / active EE | $3,142 | $5,948-47.2% | $5,198-39.6% | $5,851-46.3% |
| Admin fee / account holder | $1,984 | $17,111-88.4% | $13,955-85.8% | $11,598-82.9% |