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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 | $331,424 | $217,432+52.4% | $185,849+78.3% | $167,536+97.8% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 10.11% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $1,949 | $5,875-66.8% | $5,169-62.3% | $4,839-59.7% |
| Participant deferral / active EE | $2,319 | $6,357-63.5% | $5,569-58.4% | $6,342-63.4% |
| Admin fee / account holder | $1,358 | $19,818-93.1% | $16,244-91.6% | $12,315-89.0% |