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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 | $328,723 | $159,934+105.5% | $147,005+123.6% | $145,959+125.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.65% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,352 | $5,287-36.6% | $4,934-32.1% | $4,661-28.1% |
| Participant deferral / active EE | $8,964 | $8,427+6.4% | $8,070+11.1% | $6,689+34.0% |
| Admin fee / account holder | $665 | $15,053-95.6% | $13,006-94.9% | $13,398-95.0% |