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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 | $973,471 | $180,459+439.4% | $154,108+531.7% | $135,380+619.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.17% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,871 | $6,035+13.8% | $5,298+29.7% | $4,779+43.8% |
| Participant deferral / active EE | $600 | $5,806-89.7% | $5,081-88.2% | $5,609-89.3% |
| Admin fee / account holder | $9,223 | $16,145-42.9% | $13,411-31.2% | $10,828-14.8% |