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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 | $251,124 | $166,131+51.2% | $164,975+52.2% | $145,877+72.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 21.40% | 100.37%-79.0pp | 70.12%-48.7pp | 551.28%-529.9pp |
| Employer contribution / active EE | $6,931 | $5,276+31.4% | $4,343+59.6% | $4,663+48.6% |
| Participant deferral / active EE | $20,333 | $6,962+192.1% | $6,033+237.0% | $6,691+203.9% |
| Admin fee / account holder | $608 | $16,648-96.3% | $12,688-95.2% | $13,402-95.5% |