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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 | $293,195 | $159,978+83.3% | $147,041+99.4% | $145,978+100.8% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 12.17% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,013 | $5,288-61.9% | $4,935-59.2% | $4,662-56.8% |
| Participant deferral / active EE | $4,845 | $8,429-42.5% | $8,071-40.0% | $6,690-27.6% |
| Admin fee / account holder | $10,746 | $15,053-28.6% | $13,006-17.4% | $13,400-19.8% |