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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 | $332,794 | $88,702+275.2% | $81,780+306.9% | $145,978+128.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.47% | 1029.12%-1020.7pp | 776.27%-767.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,467 | $3,084-20.0% | $2,914-15.4% | $4,662-47.1% |
| Participant deferral / active EE | $9,181 | $4,645+97.7% | $4,321+112.5% | $6,690+37.2% |
| Admin fee / account holder | $30,511 | $8,414+262.6% | $7,384+313.2% | $13,400+127.7% |