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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 | $259,392 | $183,516+41.3% | $155,534+66.8% | $145,884+77.8% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 17.40% | 61.43%-44.0pp | 64.92%-47.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $2,414 | $5,315-54.6% | $4,675-48.4% | $4,662-48.2% |
| Participant deferral / active EE | $11,353 | $6,467+75.6% | $5,630+101.6% | $6,690+69.7% |
| Admin fee / account holder | $2,426 | $19,293-87.4% | $15,900-84.7% | $13,392-81.9% |