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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 | $335,585 | $162,136+107.0% | $152,301+120.3% | $154,746+116.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 22.38% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $12,500 | $4,890+155.6% | $4,624+170.3% | $4,379+185.4% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $4,039 | $15,759-74.4% | $14,398-71.9% | $14,365-71.9% |