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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 | $272,371 | $109,967+147.7% | $97,197+180.2% | $145,877+86.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 9.71% | 244.27%-234.6pp | 75.47%-65.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $4,099 | $3,077+33.2% | $2,723+50.6% | $4,663-12.1% |
| Participant deferral / active EE | $14,901 | $4,676+218.6% | $4,263+249.5% | $6,691+122.7% |
| Admin fee / account holder | $406 | $6,199-93.5% | $5,637-92.8% | $13,402-97.0% |