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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 | $335,472 | $162,136+106.9% | $152,301+120.3% | $154,746+116.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.12% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $9,672 | $4,890+97.8% | $4,624+109.1% | $4,379+120.9% |
| Participant deferral / active EE | $15,359 | $8,341+84.1% | $8,004+91.9% | $6,730+128.2% |
| Admin fee / account holder | $1,061 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |