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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 | $70,366+279.4% | $66,674+300.4% | $138,895+92.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 15.03% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,712 | $2,765-1.9% | $2,620+3.5% | $4,194-35.3% |
| Participant deferral / active EE | $5,621 | $4,374+28.5% | $4,084+37.6% | $6,396-12.1% |
| Admin fee / account holder | $783 | $5,262-85.1% | $5,098-84.6% | $12,562-93.8% |