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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 | $382,780 | $223,823+71.0% | $211,142+81.3% | $154,746+147.4% |
| Participation rate | 54.5% | 87.9%-33.3pp | 87.3%-32.7pp | 80.7%-26.2pp |
| Annual return | 15.41% | 50.39%-35.0pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,826 | $9,750+11.0% | $9,284+16.6% | $6,730+60.9% |
| Admin fee / account holder | $1,194 | $19,707-93.9% | $19,076-93.7% | $14,365-91.7% |