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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 | $339,937 | $125,237+171.4% | $105,608+221.9% | $145,877+133.0% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 14.19% | 225.76%-211.6pp | 116.50%-102.3pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,515 | $3,720-32.4% | $3,167-20.6% | $4,663-46.1% |
| Participant deferral / active EE | $5,849 | $5,711+2.4% | $5,010+16.8% | $6,691-12.6% |
| Admin fee / account holder | $4,390 | $17,287-74.6% | $11,028-60.2% | $13,402-67.2% |