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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 | $359,259 | $165,381+117.2% | $149,730+139.9% | $158,966+126.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.00% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $5,137 | $5,104+0.6% | $4,645+10.6% | $4,762+7.9% |
| Participant deferral / active EE | $15,127 | $7,182+110.6% | $6,843+121.1% | $5,983+152.8% |
| Admin fee / account holder | $566 | $10,809-94.8% | $9,310-93.9% | $11,250-95.0% |