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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 | $427,738 | $183,539+133.1% | $155,556+175.0% | $145,897+193.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.62% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $8,338 | $5,315+56.9% | $4,675+78.3% | $4,663+78.8% |
| Participant deferral / active EE | $11,833 | $6,467+83.0% | $5,631+110.2% | $6,689+76.9% |
| Admin fee / account holder | $2,078 | $19,275-89.2% | $15,885-86.9% | $13,390-84.5% |