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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 | $355,979 | $165,381+115.2% | $149,730+137.7% | $158,966+123.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.94% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.0pp |
| Employer contribution / active EE | $11,829 | $5,104+131.7% | $4,645+154.6% | $4,762+148.4% |
| Participant deferral / active EE | $7,090 | $7,182-1.3% | $6,843+3.6% | $5,983+18.5% |
| Admin fee / account holder | $2,165 | $10,809-80.0% | $9,310-76.8% | $11,250-80.8% |