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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 | $276,482 | $102,595+169.5% | $94,057+194.0% | $154,746+78.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 15.08% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,034 | $3,147-3.6% | $2,933+3.4% | $4,379-30.7% |
| Participant deferral / active EE | $7,194 | $5,118+40.6% | $4,709+52.8% | $6,730+6.9% |
| Admin fee / account holder | $4,789 | $7,736-38.1% | $7,244-33.9% | $14,365-66.7% |