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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 | $51,463 | $147,711-65.2% | $147,318-65.1% | - |
| Participation rate | 16.2% | 70.2%-54.1pp | 82.1%-65.9pp | - |
| Annual return | 17.57% | 31.99%-14.4pp | 70.43%-52.9pp | - |
| Employer contribution / active EE | $0 | $3,469-100.0% | $4,593-100.0% | - |
| Participant deferral / active EE | $845 | $6,213-86.4% | $7,906-89.3% | - |
| Admin fee / account holder | $2,360 | $9,311-74.7% | $13,708-82.8% | - |