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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 | $381,290 | $183,516+107.8% | $155,534+145.1% | $145,884+161.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.81% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,814 | $5,315-28.2% | $4,675-18.4% | $4,662-18.2% |
| Participant deferral / active EE | $13,645 | $6,467+111.0% | $5,630+142.3% | $6,690+104.0% |
| Admin fee / account holder | $1,377 | $19,293-92.9% | $15,900-91.3% | $13,392-89.7% |