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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 | $415,995 | $183,592+126.6% | $155,567+167.4% | $145,959+185.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.82% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $2,471 | $5,315-53.5% | $4,674-47.1% | $4,661-47.0% |
| Participant deferral / active EE | $11,250 | $6,464+74.0% | $5,628+99.9% | $6,689+68.2% |
| Admin fee / account holder | $2,060 | $19,318-89.3% | $15,916-87.1% | $13,398-84.6% |