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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 | $7,227 | $176,572-95.9% | - | $137,256-94.7% |
| Participation rate | 22.2% | 75.1%-52.8pp | - | 80.0%-57.7pp |
| Annual return | 14.06% | 652.77%-638.7pp | - | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | - | $4,156-100.0% |
| Participant deferral / active EE | $833 | $5,052-83.5% | - | $6,407-87.0% |
| Admin fee / account holder | $321 | $6,447-95.0% | - | $12,270-97.4% |