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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 | $390,280 | $111,785+249.1% | $93,669+316.7% | $145,877+167.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.19% | 203.79%-192.6pp | 133.59%-122.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $3,182 | $3,096+2.8% | $2,424+31.3% | $4,663-31.8% |
| Participant deferral / active EE | $13,234 | $4,919+169.1% | $4,416+199.7% | $6,691+97.8% |
| Admin fee / account holder | $2,649 | $10,256-74.2% | $8,291-68.1% | $13,402-80.2% |