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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 | $280,297 | $165,381+69.5% | $149,730+87.2% | $158,966+76.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.59% | 348.29%-329.7pp | 276.70%-258.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $1,220 | $5,104-76.1% | $4,645-73.7% | $4,762-74.4% |
| Participant deferral / active EE | $2,567 | $7,182-64.3% | $6,843-62.5% | $5,983-57.1% |
| Admin fee / account holder | $9,384 | $10,809-13.2% | $9,310+0.8% | $11,250-16.6% |