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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 | $266,962 | $72,071+270.4% | $68,368+290.5% | $137,256+94.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.03% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,712 | $2,788-2.7% | $2,649+2.4% | $4,156-34.7% |
| Participant deferral / active EE | $5,621 | $4,410+27.5% | $4,123+36.3% | $6,407-12.3% |
| Admin fee / account holder | $783 | $5,336-85.3% | $5,150-84.8% | $12,270-93.6% |