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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 | $326,037 | $183,539+77.6% | $155,556+109.6% | $145,897+123.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 11.04% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,106 | $5,315-41.6% | $4,675-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $5,436 | $6,467-15.9% | $5,631-3.5% | $6,689-18.7% |
| Admin fee / account holder | $2,737 | $19,275-85.8% | $15,885-82.8% | $13,390-79.6% |