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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 | $460,013 | $100,139+359.4% | $85,187+440.0% | $145,884+215.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 11.87% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,686 | $3,238-47.9% | $2,732-38.3% | $4,662-63.8% |
| Participant deferral / active EE | $10,434 | $5,296+97.0% | $4,525+130.6% | $6,690+56.0% |
| Admin fee / account holder | $24,555 | $7,262+238.1% | $6,162+298.5% | $13,392+83.4% |