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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 | $273,350 | $166,131+64.5% | $164,975+65.7% | $145,877+87.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 10.76% | 100.37%-89.6pp | 70.12%-59.4pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,763 | $5,276+47.2% | $4,343+78.8% | $4,663+66.5% |
| Participant deferral / active EE | $6,985 | $6,962+0.3% | $6,033+15.8% | $6,691+4.4% |
| Admin fee / account holder | $13,705 | $16,648-17.7% | $12,688+8.0% | $13,402+2.3% |