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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 | $284,548 | $183,539+55.0% | $155,556+82.9% | $145,897+95.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 10.59% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,192 | $5,315-77.6% | $4,675-74.5% | $4,663-74.4% |
| Participant deferral / active EE | $10,900 | $6,467+68.6% | $5,631+93.6% | $6,689+62.9% |
| Admin fee / account holder | $1,158 | $19,275-94.0% | $15,885-92.7% | $13,390-91.4% |