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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 | $317,027 | $106,923+196.5% | $84,023+277.3% | $152,909+107.3% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 25.15% | 105.02%-79.9pp | 71.32%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,632 | $2,735-40.4% | $1,984-17.8% | $4,764-65.7% |
| Participant deferral / active EE | $10,460 | $4,013+160.7% | $3,239+222.9% | $5,851+78.8% |
| Admin fee / account holder | $349 | $8,289-95.8% | $6,102-94.3% | $11,601-97.0% |