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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 | $342,243 | $165,361+107.0% | $149,715+128.6% | $158,950+115.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 15.47% | 348.24%-332.8pp | 276.66%-261.2pp | 302.91%-287.4pp |
| Employer contribution / active EE | $1,040 | $5,103-79.6% | $4,645-77.6% | $4,762-78.2% |
| Participant deferral / active EE | $4,342 | $7,182-39.5% | $6,842-36.5% | $5,983-27.4% |
| Admin fee / account holder | $1,339 | $10,808-87.6% | $9,310-85.6% | $11,248-88.1% |