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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 | $261,676 | $183,539+42.6% | $155,556+68.2% | $145,897+79.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.86% | 61.31%-51.4pp | 64.84%-55.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,658 | $5,315-31.2% | $4,675-21.8% | $4,663-21.6% |
| Participant deferral / active EE | $7,962 | $6,467+23.1% | $5,631+41.4% | $6,689+19.0% |
| Admin fee / account holder | $1,580 | $19,275-91.8% | $15,885-90.1% | $13,390-88.2% |