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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 | $555,340 | $160,070+246.9% | $147,117+277.5% | $145,897+280.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.85% | 98.69%-91.8pp | 420.54%-413.7pp | 552.29%-545.4pp |
| Employer contribution / active EE | $12,833 | $5,285+142.8% | $4,932+160.2% | $4,663+175.2% |
| Participant deferral / active EE | $10,167 | $8,419+20.8% | $8,065+26.1% | $6,689+52.0% |
| Admin fee / account holder | $3,886 | $15,035-74.2% | $12,993-70.1% | $13,390-71.0% |