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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 | $346,716 | $160,070+116.6% | $147,117+135.7% | $145,897+137.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.12% | 98.69%-75.6pp | 420.54%-397.4pp | 552.29%-529.2pp |
| Employer contribution / active EE | $1,068 | $5,285-79.8% | $4,932-78.3% | $4,663-77.1% |
| Participant deferral / active EE | $9,134 | $8,419+8.5% | $8,065+13.3% | $6,689+36.5% |
| Admin fee / account holder | $6,466 | $15,035-57.0% | $12,993-50.2% | $13,390-51.7% |