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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 | $386,544 | $166,089+132.7% | $164,928+134.4% | $145,978+164.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.06% | 100.26%-85.2pp | 70.08%-55.0pp | 550.52%-535.5pp |
| Employer contribution / active EE | $30,183 | $5,276+472.1% | $4,343+594.9% | $4,662+547.5% |
| Participant deferral / active EE | $16,194 | $6,961+132.6% | $6,034+168.4% | $6,690+142.1% |
| Admin fee / account holder | $2,692 | $16,641-83.8% | $12,684-78.8% | $13,400-79.9% |