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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 | $437,122 | $159,978+173.2% | $147,041+197.3% | $145,978+199.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.49% | 98.36%-70.9pp | 419.21%-391.7pp | 550.52%-523.0pp |
| Employer contribution / active EE | $4,758 | $5,288-10.0% | $4,935-3.6% | $4,662+2.1% |
| Participant deferral / active EE | $11,992 | $8,429+42.3% | $8,071+48.6% | $6,690+79.3% |
| Admin fee / account holder | $4,278 | $15,053-71.6% | $13,006-67.1% | $13,400-68.1% |