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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 | $363,878 | $183,592+98.2% | $155,574+133.9% | $145,877+149.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 23.13% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $2,943 | $5,317-44.6% | $4,676-37.1% | $4,663-36.9% |
| Participant deferral / active EE | $11,401 | $6,466+76.3% | $5,629+102.5% | $6,691+70.4% |
| Admin fee / account holder | $40,234 | $19,316+108.3% | $15,914+152.8% | $13,402+200.2% |