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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 | $274,547 | $183,592+49.5% | $155,567+76.5% | $145,959+88.1% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 11.41% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,669 | $5,315-68.6% | $4,674-64.3% | $4,661-64.2% |
| Participant deferral / active EE | $5,843 | $6,464-9.6% | $5,628+3.8% | $6,689-12.6% |
| Admin fee / account holder | $2,029 | $19,318-89.5% | $15,916-87.3% | $13,398-84.9% |