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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 | $418,917 | $148,558+182.0% | $135,925+208.2% | $139,427+200.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.73% | 79.22%-62.5pp | 68.25%-51.5pp | 373.27%-356.5pp |
| Employer contribution / active EE | $4,318 | $5,244-17.7% | $4,857-11.1% | $4,752-9.1% |
| Participant deferral / active EE | $8,587 | $8,101+6.0% | $7,759+10.7% | $6,711+28.0% |
| Admin fee / account holder | $3,999 | $12,401-67.8% | $10,764-62.9% | $11,404-64.9% |