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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 | $425,887 | $175,259+143.0% | $149,723+184.4% | $139,487+205.3% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 19.70% | 166.82%-147.1pp | 134.50%-114.8pp | 373.84%-354.1pp |
| Employer contribution / active EE | $1,683 | $5,478-69.3% | $4,821-65.1% | $4,755-64.6% |
| Participant deferral / active EE | $9,933 | $6,522+52.3% | $5,682+74.8% | $6,713+48.0% |
| Admin fee / account holder | $2,186 | $16,158-86.5% | $13,215-83.5% | $11,407-80.8% |