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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 | $476,526 | $211,239+125.6% | $178,528+166.9% | $145,877+226.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.18% | 30.22%-17.0pp | 27.11%-13.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $9,103 | $4,570+99.2% | $3,950+130.4% | $4,663+95.2% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $5,435 | $12,095-55.1% | $10,419-47.8% | $13,402-59.5% |