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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 | $333,139 | $183,539+81.5% | $155,556+114.2% | $145,897+128.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 13.92% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,482 | $5,315-72.1% | $4,675-68.3% | $4,663-68.2% |
| Participant deferral / active EE | $4,297 | $6,467-33.6% | $5,631-23.7% | $6,689-35.8% |
| Admin fee / account holder | $12,978 | $19,275-32.7% | $15,885-18.3% | $13,390-3.1% |