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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 | $14,851 | $66,004-77.5% | $81,820-81.8% | $77,714-80.9% |
| Participation rate | 2.4% | 65.8%-63.4pp | 72.4%-70.0pp | 70.6%-68.2pp |
| Annual return | 14.08% | 26.65%-12.6pp | 777.93%-763.9pp | 31.26%-17.2pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $226 | $3,508-93.6% | $4,323-94.8% | $4,649-95.1% |
| Admin fee / account holder | $909 | $527+72.5% | $7,391-87.7% | $433+109.8% |