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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 | $359,724 | $129,737+177.3% | $119,126+202.0% | $154,746+132.5% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.10% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,860 | $4,375-34.6% | $4,034-29.1% | $4,379-34.7% |
| Participant deferral / active EE | $13,667 | $5,842+133.9% | $5,318+157.0% | $6,730+103.1% |
| Admin fee / account holder | $3,897 | $11,961-67.4% | $10,693-63.6% | $14,365-72.9% |