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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 | $334,759 | $181,062+84.9% | $158,223+111.6% | $155,188+115.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 11.94% | 57.39%-45.4pp | 52.09%-40.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,808 | $4,565-60.4% | $4,109-56.0% | $4,248-57.4% |
| Participant deferral / active EE | $4,481 | $6,134-27.0% | $5,467-18.0% | $6,531-31.4% |
| Admin fee / account holder | $46,881 | $18,825+149.0% | $16,047+192.1% | $14,480+223.8% |