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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 | $354,750 | $183,592+93.2% | $155,574+128.0% | $145,877+143.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.66% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,113 | $5,317-60.2% | $4,676-54.8% | $4,663-54.7% |
| Participant deferral / active EE | $7,571 | $6,466+17.1% | $5,629+34.5% | $6,691+13.2% |
| Admin fee / account holder | $3,515 | $19,316-81.8% | $15,914-77.9% | $13,402-73.8% |