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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 | $3,636 | $174,379-97.9% | $152,093-97.6% | $138,895-97.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,057 | $4,652-55.8% | $4,175-50.7% | $4,194-50.9% |
| Participant deferral / active EE | $3,184 | $6,159-48.3% | $5,451-41.6% | $6,396-50.2% |
| Admin fee / account holder | $783 | $16,880-95.4% | $14,497-94.6% | $12,562-93.8% |