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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 | $260,408 | $159,978+62.8% | $147,041+77.1% | $145,978+78.4% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 15.77% | 98.36%-82.6pp | 419.21%-403.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $2,318 | $5,288-56.2% | $4,935-53.0% | $4,662-50.3% |
| Participant deferral / active EE | $5,210 | $8,429-38.2% | $8,071-35.4% | $6,690-22.1% |
| Admin fee / account holder | $4,289 | $15,053-71.5% | $13,006-67.0% | $13,400-68.0% |