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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 | $275,795 | $115,810+138.1% | $101,271+172.3% | $158,966+73.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.13% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $4,970 | $4,175+19.0% | $3,660+35.8% | $4,762+4.4% |
| Participant deferral / active EE | $14,150 | $4,958+185.4% | $4,371+223.7% | $5,983+136.5% |
| Admin fee / account holder | $386 | $7,248-94.7% | $5,948-93.5% | $11,250-96.6% |