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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 | $19,698 | $166,131-88.1% | $164,975-88.1% | $145,877-86.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 153.63% | 100.37%+53.3pp | 70.12%+83.5pp | 551.28%-397.7pp |
| Employer contribution / active EE | $1,537 | $5,276-70.9% | $4,343-64.6% | $4,663-67.0% |
| Participant deferral / active EE | $2,018 | $6,962-71.0% | $6,033-66.6% | $6,691-69.8% |
| Admin fee / account holder | $1,101 | $16,648-93.4% | $12,688-91.3% | $13,402-91.8% |