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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 | $402,878 | $72,071+459.0% | $68,368+489.3% | $137,256+193.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.48% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,421 | $2,788-49.0% | $2,649-46.4% | $4,156-65.8% |
| Participant deferral / active EE | $10,063 | $4,410+128.2% | $4,123+144.1% | $6,407+57.1% |
| Admin fee / account holder | $5,010 | $5,336-6.1% | $5,150-2.7% | $12,270-59.2% |