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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 | $298,169 | $112,131+165.9% | $95,964+210.7% | $158,982+87.5% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 23.71% | 171.19%-147.5pp | 91.64%-67.9pp | 302.99%-279.3pp |
| Employer contribution / active EE | $2,204 | $3,199-31.1% | $2,541-13.3% | $4,763-53.7% |
| Participant deferral / active EE | $7,793 | $4,784+62.9% | $4,167+87.0% | $5,983+30.2% |
| Admin fee / account holder | $421 | $10,136-95.8% | $6,797-93.8% | $11,252-96.3% |