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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 | $338,993 | $162,136+109.1% | $152,301+122.6% | $154,746+119.1% |
| Participation rate | 15.4% | 84.1%-68.7pp | 82.4%-67.1pp | 80.7%-65.3pp |
| Annual return | 15.31% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,242 | $4,890-74.6% | $4,624-73.1% | $4,379-71.6% |
| Participant deferral / active EE | $3,032 | $8,341-63.6% | $8,004-62.1% | $6,730-54.9% |
| Admin fee / account holder | $2,822 | $15,759-82.1% | $14,398-80.4% | $14,365-80.4% |