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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 | $353,422 | $197,603+78.9% | $177,827+98.7% | $158,950+122.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 36.44% | 58.76%-22.3pp | 48.32%-11.9pp | 302.91%-266.5pp |
| Employer contribution / active EE | $4,065 | $6,698-39.3% | $5,918-31.3% | $4,762-14.6% |
| Participant deferral / active EE | $6,667 | $8,404-20.7% | $7,713-13.6% | $5,983+11.4% |
| Admin fee / account holder | $1,336 | $15,402-91.3% | $12,429-89.3% | $11,248-88.1% |