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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 | $305,245 | $183,592+66.3% | $155,574+96.2% | $145,877+109.2% |
| Participation rate | 35.0% | 82.7%-47.7pp | 78.2%-43.2pp | 80.3%-45.3pp |
| Annual return | 11.73% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,513 | $5,317-71.5% | $4,676-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $4,484 | $6,466-30.6% | $5,629-20.3% | $6,691-33.0% |
| Admin fee / account holder | $4,286 | $19,316-77.8% | $15,914-73.1% | $13,402-68.0% |