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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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,660 | $183,627+105.7% | $155,602+142.7% | $145,978+158.7% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 11.56% | 61.32%-49.8pp | 64.81%-53.2pp | 550.52%-539.0pp |
| Employer contribution / active EE | $962 | $5,316-81.9% | $4,675-79.4% | $4,662-79.4% |
| Participant deferral / active EE | $4,917 | $6,466-24.0% | $5,629-12.7% | $6,690-26.5% |
| Admin fee / account holder | $1,380 | $19,327-92.9% | $15,923-91.3% | $13,400-89.7% |