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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 | $309,569 | $183,516+68.7% | $155,534+99.0% | $145,884+112.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.95% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,057 | $5,315-61.3% | $4,675-56.0% | $4,662-55.9% |
| Participant deferral / active EE | $6,377 | $6,467-1.4% | $5,630+13.3% | $6,690-4.7% |
| Admin fee / account holder | $1,029 | $19,293-94.7% | $15,900-93.5% | $13,392-92.3% |