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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 | $335,041 | $209,336+60.0% | $197,124+70.0% | $137,256+144.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 20.29% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,811 | $6,591-57.3% | $6,227-54.9% | $4,156-32.4% |
| Participant deferral / active EE | $2,811 | $9,614-70.8% | $9,135-69.2% | $6,407-56.1% |
| Admin fee / account holder | $1,797 | $17,308-89.6% | $16,298-89.0% | $12,270-85.4% |