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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 | $253,290 | $157,296+61.0% | $141,191+79.4% | $152,897+65.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $6,407 | $5,262+21.8% | $4,736+35.3% | $4,764+34.5% |
| Participant deferral / active EE | $8,040 | $7,111+13.1% | $6,710+19.8% | $5,851+37.4% |
| Admin fee / account holder | $1,686 | $12,125-86.1% | $10,264-83.6% | $11,599-85.5% |