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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 | $343,989 | $160,028+115.0% | $147,080+133.9% | $145,884+135.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.71% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,876 | $5,286-64.5% | $4,933-62.0% | $4,662-59.8% |
| Participant deferral / active EE | $8,350 | $8,422-0.9% | $8,066+3.5% | $6,690+24.8% |
| Admin fee / account holder | $4,395 | $15,030-70.8% | $12,989-66.2% | $13,392-67.2% |