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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 | $111,830+249.0% | $93,696+316.5% | $145,884+167.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.19% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,182 | $3,093+2.9% | $2,422+31.4% | $4,662-31.7% |
| Participant deferral / active EE | $13,234 | $4,920+169.0% | $4,417+199.6% | $6,690+97.8% |
| Admin fee / account holder | $2,649 | $10,249-74.2% | $8,287-68.0% | $13,392-80.2% |