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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 | $365,586 | $183,516+99.2% | $155,534+135.1% | $145,884+150.6% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 24.10% | 61.43%-37.3pp | 64.92%-40.8pp | 551.85%-527.7pp |
| Employer contribution / active EE | $1,425 | $5,315-73.2% | $4,675-69.5% | $4,662-69.4% |
| Participant deferral / active EE | $6,680 | $6,467+3.3% | $5,630+18.6% | $6,690-0.1% |
| Admin fee / account holder | $12,542 | $19,293-35.0% | $15,900-21.1% | $13,392-6.3% |