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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 | $289,038 | $183,516+57.5% | $155,534+85.8% | $145,884+98.1% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 14.80% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,373 | $5,315-74.2% | $4,675-70.6% | $4,662-70.6% |
| Participant deferral / active EE | $3,230 | $6,467-50.1% | $5,630-42.6% | $6,690-51.7% |
| Admin fee / account holder | $10,235 | $19,293-46.9% | $15,900-35.6% | $13,392-23.6% |