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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 | $303,966 | $110,093+176.1% | $97,295+212.4% | $145,897+108.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 26.78% | 244.76%-218.0pp | 75.62%-48.8pp | 552.29%-525.5pp |
| Employer contribution / active EE | $3,186 | $3,077+3.5% | $2,723+17.0% | $4,663-31.7% |
| Participant deferral / active EE | $11,293 | $4,678+141.4% | $4,264+164.9% | $6,689+68.8% |
| Admin fee / account holder | $10,884 | $6,212+75.2% | $5,646+92.8% | $13,390-18.7% |