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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 | $313,383 | $159,978+95.9% | $147,041+113.1% | $145,978+114.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.06% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,061 | $5,288-79.9% | $4,935-78.5% | $4,662-77.2% |
| Participant deferral / active EE | $8,448 | $8,429+0.2% | $8,071+4.7% | $6,690+26.3% |
| Admin fee / account holder | $2,566 | $15,053-83.0% | $13,006-80.3% | $13,400-80.9% |