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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 | $2,892 | $81,276-96.4% | $155,574-98.1% | $80,925-96.4% |
| Participation rate | 48.6% | 66.2%-17.6pp | 78.2%-29.6pp | 67.7%-19.0pp |
| Annual return | 21.46% | 33.36%-11.9pp | 64.87%-43.4pp | 35.65%-14.2pp |
| Employer contribution / active EE | $627 | $3,103-79.8% | $4,676-86.6% | $2,756-77.2% |
| Participant deferral / active EE | $760 | $3,453-78.0% | $5,629-86.5% | $4,299-82.3% |
| Admin fee / account holder | $914 | $7,993-88.6% | $15,914-94.3% | $6,940-86.8% |