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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 | $315,328 | $160,040+97.0% | $147,096+114.4% | $145,877+116.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 11.36% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $4,985 | $5,289-5.8% | $4,936+1.0% | $4,663+6.9% |
| Participant deferral / active EE | $8,825 | $8,429+4.7% | $8,071+9.3% | $6,691+31.9% |
| Admin fee / account holder | $1,958 | $15,050-87.0% | $13,005-84.9% | $13,402-85.4% |