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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 | $7,178 | $89,698-92.0% | $103,464-93.1% | $80,874-91.1% |
| Participation rate | 51.9% | 76.0%-24.1pp | 80.5%-28.7pp | 67.6%-15.8pp |
| Annual return | 266.79% | 22.78%+244.0pp | 23.91%+242.9pp | 35.62%+231.2pp |
| Employer contribution / active EE | $618 | $4,018-84.6% | $4,677-86.8% | $2,756-77.6% |
| Participant deferral / active EE | $1,747 | $5,456-68.0% | $6,624-73.6% | $4,297-59.3% |
| Admin fee / account holder | $412 | $6,768-93.9% | $9,410-95.6% | $6,935-94.1% |