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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 | $305,238 | $223,823+36.4% | $211,142+44.6% | $154,746+97.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 10.79% | 50.39%-39.6pp | 46.84%-36.0pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,344 | $6,787-80.2% | $6,442-79.1% | $4,379-69.3% |
| Participant deferral / active EE | $11,245 | $9,750+15.3% | $9,284+21.1% | $6,730+67.1% |
| Admin fee / account holder | $7,563 | $19,707-61.6% | $19,076-60.4% | $14,365-47.4% |