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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 | $15,822 | $105,200-85.0% | $159,474-90.1% | $85,847-81.6% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 18.85% | 45.08%-26.2pp | 263.68%-244.8pp | 318.61%-299.8pp |
| Employer contribution / active EE | $1,541 | $3,319-53.6% | $4,831-68.1% | $2,565-39.9% |
| Participant deferral / active EE | $2,148 | $5,946-63.9% | $7,353-70.8% | $3,952-45.6% |
| Admin fee / account holder | $4,637 | $6,934-33.1% | $10,802-57.1% | $6,261-25.9% |