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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 | $263,327 | $97,125+171.1% | $86,233+205.4% | $137,256+91.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | -7.06% | 74.19%-81.2pp | 61.39%-68.4pp | 220.34%-227.4pp |
| Employer contribution / active EE | $1,381 | $2,841-51.4% | $2,504-44.8% | $4,156-66.8% |
| Participant deferral / active EE | $17,978 | $5,180+247.1% | $4,559+294.3% | $6,407+180.6% |
| Admin fee / account holder | $2,036 | $9,725-79.1% | $8,342-75.6% | $12,270-83.4% |