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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 | $6,431 | $55,470-88.4% | $155,556-95.9% | $74,478-91.4% |
| Participation rate | 8.2% | 61.9%-53.7pp | 78.2%-70.0pp | 67.2%-59.0pp |
| Annual return | 113.47% | 269.80%-156.3pp | 64.84%+48.6pp | 1370.56%-1257.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $255 | $2,838-91.0% | $5,631-95.5% | $4,350-94.1% |
| Admin fee / account holder | $1,006 | $1,744-42.4% | $15,885-93.7% | $1,946-48.3% |