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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 | $383,926 | $165,351+132.2% | $149,710+156.4% | $158,931+141.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 25.49% | 348.19%-322.7pp | 276.63%-251.1pp | 302.86%-277.4pp |
| Employer contribution / active EE | $2,680 | $5,103-47.5% | $4,645-42.3% | $4,761-43.7% |
| Participant deferral / active EE | $5,644 | $7,181-21.4% | $6,842-17.5% | $5,982-5.7% |
| Admin fee / account holder | $2,575 | $10,807-76.2% | $9,309-72.3% | $11,247-77.1% |