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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 | $473,292 | $148,623+218.5% | $135,974+248.1% | $139,466+239.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 25.75% | 79.30%-53.5pp | 68.30%-42.6pp | 373.66%-347.9pp |
| Employer contribution / active EE | $4,574 | $5,246-12.8% | $4,859-5.9% | $4,754-3.8% |
| Participant deferral / active EE | $7,226 | $8,103-10.8% | $7,760-6.9% | $6,712+7.7% |
| Admin fee / account holder | $7,872 | $12,406-36.5% | $10,767-26.9% | $11,409-31.0% |