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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 | $361,803 | $109,908+229.2% | $97,161+272.4% | $145,978+147.8% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 12.74% | 243.80%-231.1pp | 75.36%-62.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,052 | $3,077-33.3% | $2,723-24.7% | $4,662-56.0% |
| Participant deferral / active EE | $5,419 | $4,679+15.8% | $4,265+27.1% | $6,690-19.0% |
| Admin fee / account holder | $2,261 | $6,213-63.6% | $5,647-60.0% | $13,400-83.1% |