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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.)
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 | $9,722 | $102,385-90.5% | $147,080-93.4% | $80,935-88.0% |
| Participation rate | 43.1% | 75.9%-32.8pp | 82.2%-39.1pp | 67.7%-24.6pp |
| Annual return | 9.89% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,694 | $6,651-74.5% | $8,066-79.0% | $4,299-60.6% |
| Admin fee / account holder | $2,217 | $7,951-72.1% | $12,989-82.9% | $6,924-68.0% |