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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 | $1,620,600 | $76,368+2022.1% | $67,681+2294.5% | $154,746+947.3% |
| Participation rate | 9.1% | 79.0%-69.9pp | 73.7%-64.6pp | 80.7%-71.6pp |
| Annual return | -14.63% | 1066.77%-1081.4pp | 590.58%-605.2pp | 172.34%-187.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,353 | $8,559-84.2% | $6,100-77.8% | $14,365-90.6% |