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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 | $284,233 | $73,421+287.1% | $66,439+327.8% | $155,188+83.2% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 14.22% | 1382.37%-1368.1pp | 757.66%-743.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $5,993 | $3,039+97.2% | $2,637+127.3% | $4,248+41.1% |
| Participant deferral / active EE | $5,680 | $4,680+21.4% | $3,876+46.5% | $6,531-13.0% |
| Admin fee / account holder | $919 | $8,856-89.6% | $6,173-85.1% | $14,480-93.7% |