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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,416 | $138,386-95.4% | $184,260-96.5% | $80,935-92.1% |
| Participation rate | 51.6% | 83.9%-32.3pp | 86.8%-35.2pp | 67.7%-16.0pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.84%-28.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,460 | $7,076-51.1% | $9,133-62.1% | $4,299-19.5% |
| Admin fee / account holder | $519 | $10,489-95.1% | $13,898-96.3% | $6,924-92.5% |