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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 | $261,799 | $183,592+42.6% | $155,567+68.3% | $145,959+79.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.30% | 61.24%-42.9pp | 64.74%-46.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,255 | $5,315-57.6% | $4,674-51.8% | $4,661-51.6% |
| Participant deferral / active EE | $7,523 | $6,464+16.4% | $5,628+33.7% | $6,689+12.5% |
| Admin fee / account holder | $2,959 | $19,318-84.7% | $15,916-81.4% | $13,398-77.9% |