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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 | $426,157 | $183,539+132.2% | $155,556+174.0% | $145,897+192.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.57% | 61.31%-43.7pp | 64.84%-47.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,318 | $5,315-75.2% | $4,675-71.8% | $4,663-71.7% |
| Participant deferral / active EE | $7,326 | $6,467+13.3% | $5,631+30.1% | $6,689+9.5% |
| Admin fee / account holder | $1,110 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |