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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 | $301,740 | $148,623+103.0% | $135,974+121.9% | $139,466+116.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 12.20% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.5pp |
| Employer contribution / active EE | $7,129 | $5,246+35.9% | $4,859+46.7% | $4,754+50.0% |
| Participant deferral / active EE | $7,846 | $8,103-3.2% | $7,760+1.1% | $6,712+16.9% |
| Admin fee / account holder | $1,623 | $12,406-86.9% | $10,767-84.9% | $11,409-85.8% |