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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 | $9,379 | $106,001-91.2% | $92,235-89.8% | $147,585-93.6% |
| Participation rate | 35.3% | 80.4%-45.1pp | 76.5%-41.2pp | 82.8%-47.5pp |
| Annual return | 17.54% | 50.05%-32.5pp | 176.28%-158.7pp | 578.56%-561.0pp |
| Employer contribution / active EE | $838 | $4,333-80.7% | $3,679-77.2% | $4,876-82.8% |
| Participant deferral / active EE | $904 | $4,478-79.8% | $3,897-76.8% | $5,439-83.4% |
| Admin fee / account holder | $1,092 | $6,332-82.8% | $5,194-79.0% | $10,885-90.0% |