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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 | $428,600 | $162,136+164.3% | $152,301+181.4% | $154,746+177.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.49% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,451 | $4,890-70.3% | $4,624-68.6% | $4,379-66.9% |
| Participant deferral / active EE | $15,333 | $8,341+83.8% | $8,004+91.6% | $6,730+127.8% |
| Admin fee / account holder | $67,945 | $15,759+331.1% | $14,398+371.9% | $14,365+373.0% |