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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 | $290,228 | $132,634+118.8% | $115,768+150.7% | $137,256+111.5% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.4%-5.2pp | 80.0%-10.7pp |
| Annual return | 13.18% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,467 | $3,360-26.6% | $2,940-16.1% | $4,156-40.6% |
| Participant deferral / active EE | $5,886 | $5,619+4.8% | $4,917+19.7% | $6,407-8.1% |
| Admin fee / account holder | $6,019 | $15,028-59.9% | $12,439-51.6% | $12,270-50.9% |