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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 | $793,902 | $183,627+332.3% | $155,602+410.2% | $145,978+443.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.75% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,373 | $5,316-74.2% | $4,675-70.6% | $4,662-70.5% |
| Participant deferral / active EE | $4,000 | $6,466-38.1% | $5,629-28.9% | $6,690-40.2% |
| Admin fee / account holder | $12,422 | $19,327-35.7% | $15,923-22.0% | $13,400-7.3% |