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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 | $96,643+191.5% | $86,617+225.2% | $139,456+102.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.68% | 106.57%-87.9pp | 591.91%-573.2pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,989 | $3,264-39.1% | $3,023-34.2% | $4,753-58.1% |
| Participant deferral / active EE | $5,075 | $4,835+5.0% | $4,437+14.4% | $6,711-24.4% |
| Admin fee / account holder | $1,052 | $6,406-83.6% | $5,613-81.3% | $11,407-90.8% |