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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 | $424,773 | $211,105+101.2% | $178,449+138.0% | $145,978+191.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.44% | 30.19%-22.8pp | 27.09%-19.7pp | 550.52%-543.1pp |
| Employer contribution / active EE | $2,200 | $4,569-51.9% | $3,951-44.3% | $4,662-52.8% |
| Participant deferral / active EE | $18,167 | $6,959+161.0% | $6,277+189.4% | $6,690+171.6% |
| Admin fee / account holder | $2,247 | $12,017-81.3% | $10,362-78.3% | $13,400-83.2% |