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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 | $331,309 | $183,592+80.5% | $155,574+113.0% | $145,877+127.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.80% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,960 | $5,317-63.1% | $4,676-58.1% | $4,663-58.0% |
| Participant deferral / active EE | $2,473 | $6,466-61.7% | $5,629-56.1% | $6,691-63.0% |
| Admin fee / account holder | $849 | $19,316-95.6% | $15,914-94.7% | $13,402-93.7% |