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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 | $415,068 | $166,268+149.6% | $165,100+151.4% | $145,897+184.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 26.14% | 100.52%-74.4pp | 70.21%-44.1pp | 552.29%-526.1pp |
| Employer contribution / active EE | $22,276 | $5,284+321.6% | $4,348+412.3% | $4,663+377.8% |
| Participant deferral / active EE | $10,099 | $6,964+45.0% | $6,035+67.3% | $6,689+51.0% |
| Admin fee / account holder | $1,939 | $16,659-88.4% | $12,696-84.7% | $13,390-85.5% |