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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 | $453,461 | $183,592+147.0% | $155,574+191.5% | $145,877+210.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.39% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,089 | $5,317-79.5% | $4,676-76.7% | $4,663-76.6% |
| Participant deferral / active EE | $2,336 | $6,466-63.9% | $5,629-58.5% | $6,691-65.1% |
| Admin fee / account holder | $1,974 | $19,316-89.8% | $15,914-87.6% | $13,402-85.3% |