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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 | $255,055 | $201,370+26.7% | $184,256+38.4% | $145,897+74.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.45% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $756 | $7,024-89.2% | $6,427-88.2% | $4,663-83.8% |
| Participant deferral / active EE | $5,810 | $9,808-40.8% | $9,133-36.4% | $6,689-13.1% |
| Admin fee / account holder | $2,621 | $16,364-84.0% | $13,899-81.1% | $13,390-80.4% |