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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 | $399,345 | $148,582+168.8% | $135,942+193.8% | $139,456+186.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.69% | 79.26%-65.6pp | 68.28%-54.6pp | 373.45%-359.8pp |
| Employer contribution / active EE | $1,862 | $5,245-64.5% | $4,858-61.7% | $4,753-60.8% |
| Participant deferral / active EE | $4,898 | $8,101-39.5% | $7,759-36.9% | $6,711-27.0% |
| Admin fee / account holder | $1,785 | $12,402-85.6% | $10,764-83.4% | $11,407-84.4% |