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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.)
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 | $561,496 | $117,829+376.5% | $102,423+448.2% | $145,877+284.9% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 25.78% | 31.83%-6.1pp | 29.42%-3.6pp | 551.28%-525.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,040 | $5,732-81.9% | $5,054-79.4% | $6,691-84.5% |
| Admin fee / account holder | $9,296 | $13,335-30.3% | $9,455-1.7% | $13,402-30.6% |