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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 | $5,320 | $154,228-96.6% | $145,433-96.3% | $137,256-96.1% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 75.15% | 74.59%+0.6pp | 66.58%+8.6pp | 220.34%-145.2pp |
| Employer contribution / active EE | $1,126 | $4,804-76.6% | $4,554-75.3% | $4,156-72.9% |
| Participant deferral / active EE | $1,941 | $8,216-76.4% | $7,897-75.4% | $6,407-69.7% |
| Admin fee / account holder | $3,265 | $14,344-77.2% | $13,129-75.1% | $12,270-73.4% |