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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 | $1,658,973 | $160,028+936.7% | $147,080+1027.9% | $145,884+1037.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.67% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,320 | $5,286-56.1% | $4,933-53.0% | $4,662-50.2% |
| Participant deferral / active EE | $12,127 | $8,422+44.0% | $8,066+50.3% | $6,690+81.3% |
| Admin fee / account holder | $11,723 | $15,030-22.0% | $12,989-9.7% | $13,392-12.5% |