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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 | $338,849 | $70,366+381.6% | $66,674+408.2% | $138,895+144.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 12.41% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $2,008 | $2,765-27.4% | $2,620-23.4% | $4,194-52.1% |
| Participant deferral / active EE | $4,908 | $4,374+12.2% | $4,084+20.2% | $6,396-23.3% |
| Admin fee / account holder | $2,990 | $5,262-43.2% | $5,098-41.3% | $12,562-76.2% |