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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 | $333,403 | $183,592+81.6% | $155,574+114.3% | $145,877+128.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.30% | 61.37%-36.1pp | 64.87%-39.6pp | 551.28%-526.0pp |
| Employer contribution / active EE | $1,731 | $5,317-67.4% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $11,034 | $6,466+70.6% | $5,629+96.0% | $6,691+64.9% |
| Admin fee / account holder | $2,562 | $19,316-86.7% | $15,914-83.9% | $13,402-80.9% |