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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 | $297,746 | $112,131+165.5% | $95,964+210.3% | $158,982+87.3% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 17.99% | 171.19%-153.2pp | 91.64%-73.7pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,753 | $3,199-13.9% | $2,541+8.3% | $4,763-42.2% |
| Participant deferral / active EE | $4,198 | $4,784-12.3% | $4,167+0.7% | $5,983-29.8% |
| Admin fee / account holder | $650 | $10,136-93.6% | $6,797-90.4% | $11,252-94.2% |