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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 | $356,243 | $142,430+150.1% | $115,170+209.3% | $152,885+133.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 41.75% | 41.48%+0.3pp | 35.60%+6.1pp | 345.39%-303.6pp |
| Employer contribution / active EE | $15,300 | $4,011+281.5% | $3,179+381.3% | $4,763+221.2% |
| Participant deferral / active EE | $8,333 | $5,165+61.3% | $4,169+99.9% | $5,851+42.4% |
| Admin fee / account holder | $946 | $8,464-88.8% | $7,089-86.7% | $11,598-91.8% |