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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 | $337,540 | $103,008+227.7% | $90,304+273.8% | $152,897+120.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 24.57% | 95.22%-70.7pp | 78.13%-53.6pp | 345.43%-320.9pp |
| Employer contribution / active EE | $2,336 | $3,139-25.6% | $2,855-18.2% | $4,764-51.0% |
| Participant deferral / active EE | $18,104 | $4,281+322.9% | $3,885+366.0% | $5,851+209.4% |
| Admin fee / account holder | $12,838 | $6,175+107.9% | $5,354+139.8% | $11,599+10.7% |