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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 | $293,566 | $132,099+122.2% | $115,599+154.0% | $138,895+111.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 16.50% | 176.76%-160.3pp | 111.10%-94.6pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,209 | $3,416+52.5% | $2,955+76.3% | $4,194+24.2% |
| Participant deferral / active EE | $8,039 | $5,617+43.1% | $4,889+64.4% | $6,396+25.7% |
| Admin fee / account holder | $2,891 | $15,650-81.5% | $12,841-77.5% | $12,562-77.0% |