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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 | $318,973 | $132,634+140.5% | $115,768+175.5% | $137,256+132.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 17.95% | 160.70%-142.7pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,827 | $3,360+43.7% | $2,940+64.2% | $4,156+16.1% |
| Participant deferral / active EE | $15,787 | $5,619+181.0% | $4,917+221.1% | $6,407+146.4% |
| Admin fee / account holder | $685 | $15,028-95.4% | $12,439-94.5% | $12,270-94.4% |