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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.)
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 | $430,958 | $72,071+498.0% | $68,368+530.4% | $137,256+214.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.88% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,315 | $2,788-17.0% | $2,649-12.6% | $4,156-44.3% |
| Participant deferral / active EE | $9,302 | $4,410+110.9% | $4,123+125.6% | $6,407+45.2% |
| Admin fee / account holder | $6,679 | $5,336+25.2% | $5,150+29.7% | $12,270-45.6% |