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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 | $349,621 | $183,592+90.4% | $155,574+124.7% | $145,877+139.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 20.29% | 61.37%-41.1pp | 64.87%-44.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $3,221 | $5,317-39.4% | $4,676-31.1% | $4,663-30.9% |
| Participant deferral / active EE | $5,640 | $6,466-12.8% | $5,629+0.2% | $6,691-15.7% |
| Admin fee / account holder | $400 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |