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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 | $2,261 | $124,425-98.2% | $112,040-98.0% | $137,256-98.4% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.5%-22.6pp | 80.0%-26.1pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,592 | $5,718-72.2% | $5,098-68.8% | $6,407-75.1% |
| Admin fee / account holder | $554 | $15,207-96.4% | $12,098-95.4% | $12,270-95.5% |