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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 | $20,203 | $59,467-66.0% | $93,727-78.4% | $74,478-72.9% |
| Participation rate | 17.9% | 59.6%-41.8pp | 68.7%-50.9pp | 67.2%-49.4pp |
| Annual return | 11.59% | 82.14%-70.5pp | 133.83%-122.2pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $331 | $1,267-73.9% | $2,421-86.3% | $2,626-87.4% |
| Participant deferral / active EE | $887 | $3,052-70.9% | $4,417-79.9% | $4,350-79.6% |
| Admin fee / account holder | $1,108 | $3,028-63.4% | $8,292-86.6% | $1,946-43.1% |