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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 | $410,963 | $197,637+107.9% | $177,848+131.1% | $158,982+158.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 10.29% | 58.77%-48.5pp | 48.33%-38.0pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,800 | $6,698-73.1% | $5,919-69.6% | $4,763-62.2% |
| Participant deferral / active EE | $11,800 | $8,405+40.4% | $7,714+53.0% | $5,983+97.2% |
| Admin fee / account holder | $1,930 | $15,406-87.5% | $12,431-84.5% | $11,252-82.8% |