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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 | $298,990 | $117,829+153.7% | $102,423+191.9% | $145,877+105.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.40% | 31.83%-11.4pp | 29.42%-9.0pp | 551.28%-530.9pp |
| Employer contribution / active EE | $2,666 | $3,615-26.3% | $3,023-11.8% | $4,663-42.8% |
| Participant deferral / active EE | $7,519 | $5,732+31.2% | $5,054+48.8% | $6,691+12.4% |
| Admin fee / account holder | $5,743 | $13,335-56.9% | $9,455-39.3% | $13,402-57.1% |