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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 | $263,370 | $118,695+121.9% | $98,916+166.3% | $158,950+65.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 26.45% | 372.39%-345.9pp | 196.45%-170.0pp | 302.91%-276.5pp |
| Employer contribution / active EE | $2,205 | $3,333-33.8% | $2,689-18.0% | $4,762-53.7% |
| Participant deferral / active EE | $5,135 | $5,088+0.9% | $4,245+21.0% | $5,983-14.2% |
| Admin fee / account holder | $20,753 | $10,132+104.8% | $6,642+212.4% | $11,248+84.5% |