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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 | $480,548 | $152,612+214.9% | $125,192+283.8% | $152,897+214.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 21.85% | 54.85%-33.0pp | 43.79%-21.9pp | 345.43%-323.6pp |
| Employer contribution / active EE | $6,638 | $4,947+34.2% | $3,866+71.7% | $4,764+39.4% |
| Participant deferral / active EE | $5,000 | $5,868-14.8% | $4,937+1.3% | $5,851-14.5% |
| Admin fee / account holder | $4,474 | $13,437-66.7% | $9,704-53.9% | $11,599-61.4% |