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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 | $21,947 | $190,225-88.5% | $117,861-81.4% | - |
| Participation rate | 65.7% | 74.9%-9.2pp | 79.7%-14.0pp | - |
| Annual return | 0.00% | 90.66%-90.7pp | 335.11%-335.1pp | - |
| Employer contribution / active EE | $1,777 | $1,779-0.1% | $3,786-53.1% | - |
| Participant deferral / active EE | $2,585 | $3,327-22.3% | $4,482-42.3% | - |
| Admin fee / account holder | $561 | $9,756-94.2% | $8,021-93.0% | - |