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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 | $322,701 | $183,516+75.8% | $155,534+107.5% | $145,884+121.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.95% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,747 | $5,315-48.3% | $4,675-41.2% | $4,662-41.1% |
| Participant deferral / active EE | $12,658 | $6,467+95.7% | $5,630+124.8% | $6,690+89.2% |
| Admin fee / account holder | $3,209 | $19,293-83.4% | $15,900-79.8% | $13,392-76.0% |