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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,617 | $138,076-93.0% | $123,553-92.2% | $135,380-92.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $869 | $5,152-83.1% | $4,628-81.2% | $4,779-81.8% |
| Participant deferral / active EE | $5,305 | $6,800-22.0% | $6,426-17.4% | $5,609-5.4% |
| Admin fee / account holder | $1,673 | $10,917-84.7% | $9,284-82.0% | $10,828-84.5% |