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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $19,923 | $305,925-93.5% | $178,499-88.8% | - |
| Participation rate | 68.7% | 64.3%+4.4pp | 81.9%-13.2pp | - |
| Annual return | 111.95% | 10.58%+101.4pp | 151.10%-39.2pp | - |
| Employer contribution / active EE | $0 | $2,545-100.0% | $5,011-100.0% | - |
| Participant deferral / active EE | $7,523 | $2,511+199.6% | $5,202+44.6% | - |
| Admin fee / account holder | $641 | $21,071-97.0% | $13,986-95.4% | - |