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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 | $341,617 | $159,978+113.5% | $147,041+132.3% | $145,978+134.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 11.24% | 98.36%-87.1pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,657 | $5,288-49.8% | $4,935-46.2% | $4,662-43.0% |
| Participant deferral / active EE | $8,133 | $8,429-3.5% | $8,071+0.8% | $6,690+21.6% |
| Admin fee / account holder | $2,065 | $15,053-86.3% | $13,006-84.1% | $13,400-84.6% |