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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,017 | $57,305-87.8% | $86,640-91.9% | $75,173-90.7% |
| Participation rate | 16.0% | 63.2%-47.2pp | 71.7%-55.7pp | 67.2%-51.2pp |
| Annual return | 10.30% | 2674.24%-2663.9pp | 592.52%-582.2pp | 160.72%-150.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $265 | $3,320-92.0% | $4,438-94.0% | $4,126-93.6% |
| Admin fee / account holder | $787 | $4,116-80.9% | $5,616-86.0% | $5,651-86.1% |