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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 | $8,962 | $71,230-87.4% | $93,727-90.4% | $80,959-88.9% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.7%-25.2pp |
| Annual return | 11.16% | 11.26%-0.1pp | 133.83%-122.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,076 | $1,565-31.2% | $2,421-55.6% | $2,757-61.0% |
| Participant deferral / active EE | $1,208 | $4,037-70.1% | $4,417-72.7% | $4,300-71.9% |
| Admin fee / account holder | $854 | $6,961-87.7% | $8,292-89.7% | $6,925-87.7% |