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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 | $30,863 | $88,137-65.0% | $164,975-81.3% | $74,429-58.5% |
| Participation rate | 21.7% | 73.1%-51.4pp | 78.6%-56.9pp | 67.2%-45.5pp |
| Annual return | 12.66% | 17.13%-4.5pp | 70.12%-57.5pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $812 | $2,597-68.7% | $4,343-81.3% | $2,625-69.1% |
| Participant deferral / active EE | $1,502 | $4,501-66.6% | $6,033-75.1% | $4,348-65.5% |
| Admin fee / account holder | $5,294 | $2,231+137.2% | $12,688-58.3% | $1,944+172.3% |