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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 | $7,208 | $209,336-96.6% | $197,124-96.3% | $137,256-94.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 12.60% | 48.09%-35.5pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,413 | $6,591-78.6% | $6,227-77.3% | $4,156-66.0% |
| Participant deferral / active EE | $1,413 | $9,614-85.3% | $9,135-84.5% | $6,407-78.0% |
| Admin fee / account holder | $1,106 | $17,308-93.6% | $16,298-93.2% | $12,270-91.0% |