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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 | $292,061 | $154,193+89.4% | $130,045+124.6% | $139,466+109.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 23.21% | 32.51%-9.3pp | -137.30%+160.5pp | 373.66%-350.5pp |
| Employer contribution / active EE | $8,935 | $5,292+68.8% | $4,321+106.8% | $4,754+87.9% |
| Participant deferral / active EE | $8,067 | $6,709+20.2% | $5,820+38.6% | $6,712+20.2% |
| Admin fee / account holder | $738 | $13,989-94.7% | $10,600-93.0% | $11,409-93.5% |