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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 | $281,711 | $96,678+191.4% | $86,640+225.1% | $139,466+102.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.68% | 106.69%-88.0pp | 592.52%-573.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,989 | $3,265-39.1% | $3,024-34.2% | $4,754-58.2% |
| Participant deferral / active EE | $5,075 | $4,837+4.9% | $4,438+14.4% | $6,712-24.4% |
| Admin fee / account holder | $1,052 | $6,410-83.6% | $5,616-81.3% | $11,409-90.8% |