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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,514 | $81,446-90.8% | $103,374-92.7% | $80,874-90.7% |
| Participation rate | 68.2% | 66.9%+1.3pp | 74.5%-6.3pp | 67.6%+0.5pp |
| Annual return | 5.86% | 25.57%-19.7pp | 24.89%-19.0pp | 35.62%-29.8pp |
| Employer contribution / active EE | $718 | $3,107-76.9% | $3,869-81.4% | $2,756-73.9% |
| Participant deferral / active EE | $2,128 | $3,870-45.0% | $5,058-57.9% | $4,297-50.5% |
| Admin fee / account holder | $602 | $6,715-91.0% | $8,394-92.8% | $6,935-91.3% |