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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 | $278,098 | $183,592+51.5% | $155,574+78.8% | $145,877+90.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.52% | 61.37%-48.9pp | 64.87%-52.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,617 | $5,317-50.8% | $4,676-44.0% | $4,663-43.9% |
| Participant deferral / active EE | $5,911 | $6,466-8.6% | $5,629+5.0% | $6,691-11.7% |
| Admin fee / account holder | $4,214 | $19,316-78.2% | $15,914-73.5% | $13,402-68.6% |