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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 | $275,841 | $183,592+50.2% | $155,574+77.3% | $145,877+89.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 29.11% | 61.37%-32.3pp | 64.87%-35.8pp | 551.28%-522.2pp |
| Employer contribution / active EE | $2,225 | $5,317-58.1% | $4,676-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $10,318 | $6,466+59.6% | $5,629+83.3% | $6,691+54.2% |
| Admin fee / account holder | $3,139 | $19,316-83.7% | $15,914-80.3% | $13,402-76.6% |