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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 | $19,931 | $102,385-80.5% | $147,080-86.4% | $80,935-75.4% |
| Participation rate | 36.1% | 75.9%-39.8pp | 82.2%-46.1pp | 67.7%-31.6pp |
| Annual return | 18.80% | 135.09%-116.3pp | 420.17%-401.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,466 | $3,717-60.6% | $4,933-70.3% | $2,757-46.8% |
| Participant deferral / active EE | $2,599 | $6,651-60.9% | $8,066-67.8% | $4,299-39.5% |
| Admin fee / account holder | $1,433 | $7,951-82.0% | $12,989-89.0% | $6,924-79.3% |