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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 | $326,244 | $183,516+77.8% | $155,534+109.8% | $145,884+123.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.44% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,382 | $5,315-55.2% | $4,675-49.1% | $4,662-48.9% |
| Participant deferral / active EE | $6,876 | $6,467+6.3% | $5,630+22.1% | $6,690+2.8% |
| Admin fee / account holder | $1,632 | $19,293-91.5% | $15,900-89.7% | $13,392-87.8% |