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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 | $304,753 | $183,539+66.0% | $155,556+95.9% | $145,897+108.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.70% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,153 | $5,315-78.3% | $4,675-75.3% | $4,663-75.3% |
| Participant deferral / active EE | $6,488 | $6,467+0.3% | $5,631+15.2% | $6,689-3.0% |
| Admin fee / account holder | $1,186 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |