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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 | $286,445 | $183,539+56.1% | $155,556+84.1% | $145,897+96.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.39% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,317 | $5,315-56.4% | $4,675-50.5% | $4,663-50.3% |
| Participant deferral / active EE | $10,918 | $6,467+68.8% | $5,631+93.9% | $6,689+63.2% |
| Admin fee / account holder | $1,475 | $19,275-92.3% | $15,885-90.7% | $13,390-89.0% |