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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 | $486,908 | $108,882+347.2% | $96,754+403.2% | $154,746+214.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 18.19% | 98.39%-80.2pp | 82.04%-63.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $15,900 | $3,018+426.8% | $2,679+493.5% | $4,379+263.1% |
| Participant deferral / active EE | $14,249 | $5,323+167.7% | $4,758+199.5% | $6,730+111.7% |
| Admin fee / account holder | $2,956 | $10,200-71.0% | $8,905-66.8% | $14,365-79.4% |