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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 | $10,119 | $209,336-95.2% | $197,124-94.9% | $137,256-92.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 12.86% | 48.09%-35.2pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,636 | $6,591-44.8% | $6,227-41.6% | $4,156-12.5% |
| Participant deferral / active EE | $2,070 | $9,614-78.5% | $9,135-77.3% | $6,407-67.7% |
| Admin fee / account holder | $3,898 | $17,308-77.5% | $16,298-76.1% | $12,270-68.2% |