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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 | $372,397 | $183,539+102.9% | $155,556+139.4% | $145,897+155.2% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 19.39% | 61.31%-41.9pp | 64.84%-45.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $2,080 | $5,315-60.9% | $4,675-55.5% | $4,663-55.4% |
| Participant deferral / active EE | $5,993 | $6,467-7.3% | $5,631+6.4% | $6,689-10.4% |
| Admin fee / account holder | $4,231 | $19,275-78.0% | $15,885-73.4% | $13,390-68.4% |