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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 | $1,089 | $57,312-98.1% | $86,617-98.7% | $75,181-98.6% |
| Participation rate | 55.2% | 63.2%-8.0pp | 71.7%-16.5pp | 67.2%-12.0pp |
| Annual return | 15.87% | 2672.78%-2656.9pp | 591.91%-576.0pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $458 | $3,319-86.2% | $4,437-89.7% | $4,126-88.9% |
| Admin fee / account holder | $350 | $4,114-91.5% | $5,613-93.8% | $5,650-93.8% |