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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 | $266,301 | $755,339-64.7% | $379,746-29.9% | $158,982+67.5% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 13.19% | 53.41%-40.2pp | 34.90%-21.7pp | 302.99%-289.8pp |
| Employer contribution / active EE | $4,428 | $4,685-5.5% | $3,540+25.1% | $4,763-7.0% |
| Participant deferral / active EE | $10,360 | $7,938+30.5% | $6,024+72.0% | $5,983+73.1% |
| Admin fee / account holder | $19,124 | $14,482+32.1% | $7,927+141.3% | $11,252+70.0% |