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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 | $263,026 | $100,139+162.7% | $85,187+208.8% | $145,884+80.3% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 14.70% | 84.15%-69.5pp | 66.67%-52.0pp | 551.85%-537.1pp |
| Employer contribution / active EE | $4,370 | $3,238+35.0% | $2,732+59.9% | $4,662-6.3% |
| Participant deferral / active EE | $10,579 | $5,296+99.8% | $4,525+133.8% | $6,690+58.1% |
| Admin fee / account holder | $9,902 | $7,262+36.3% | $6,162+60.7% | $13,392-26.1% |