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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 | $433,973 | $208,088+108.6% | $186,193+133.1% | $154,746+180.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 15.24% | 89.97%-74.7pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $16,901 | $4,340+289.4% | $3,918+331.3% | $4,379+285.9% |
| Participant deferral / active EE | $18,167 | $7,078+156.7% | $6,513+178.9% | $6,730+169.9% |
| Admin fee / account holder | $1,358 | $11,698-88.4% | $11,058-87.7% | $14,365-90.6% |