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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 | $251,806 | $129,737+94.1% | $119,126+111.4% | $154,746+62.7% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 11.85% | 379.08%-367.2pp | 282.11%-270.3pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,875 | $4,375-11.4% | $4,034-3.9% | $4,379-11.5% |
| Participant deferral / active EE | $8,939 | $5,842+53.0% | $5,318+68.1% | $6,730+32.8% |
| Admin fee / account holder | $2,974 | $11,961-75.1% | $10,693-72.2% | $14,365-79.3% |