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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $251,970 | $159,978+57.5% | $147,041+71.4% | $145,978+72.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.34% | 98.36%-91.0pp | 419.21%-411.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $4,412 | $5,288-16.6% | $4,935-10.6% | $4,662-5.4% |
| Participant deferral / active EE | $22,104 | $8,429+162.2% | $8,071+173.9% | $6,690+230.4% |
| Admin fee / account holder | $2,738 | $15,053-81.8% | $13,006-79.0% | $13,400-79.6% |