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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 | $431,455 | $208,088+107.3% | $186,193+131.7% | $154,746+178.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 18.40% | 89.97%-71.6pp | 78.03%-59.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $18,683 | $4,340+330.5% | $3,918+376.8% | $4,379+326.6% |
| Participant deferral / active EE | $10,248 | $7,078+44.8% | $6,513+57.3% | $6,730+52.3% |
| Admin fee / account holder | $5,368 | $11,698-54.1% | $11,058-51.5% | $14,365-62.6% |