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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 | $285,467 | $183,592+55.5% | $155,567+83.5% | $145,959+95.6% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 18.52% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,878 | $5,315-64.7% | $4,674-59.8% | $4,661-59.7% |
| Participant deferral / active EE | $6,000 | $6,464-7.2% | $5,628+6.6% | $6,689-10.3% |
| Admin fee / account holder | $15,576 | $19,318-19.4% | $15,916-2.1% | $13,398+16.3% |