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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,162 | $59,467-57.7% | $93,727-73.2% | $74,478-66.2% |
| Participation rate | 37.7% | 59.6%-21.9pp | 68.7%-31.0pp | 67.2%-29.5pp |
| Annual return | 19.31% | 82.14%-62.8pp | 133.83%-114.5pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $625 | $1,267-50.6% | $2,421-74.2% | $2,626-76.2% |
| Participant deferral / active EE | $1,251 | $3,052-59.0% | $4,417-71.7% | $4,350-71.3% |
| Admin fee / account holder | $534 | $3,028-82.4% | $8,292-93.6% | $1,946-72.6% |