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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 | $305,315 | $183,539+66.3% | $155,556+96.3% | $145,897+109.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.85% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,078 | $5,315-60.9% | $4,675-55.6% | $4,663-55.4% |
| Participant deferral / active EE | $5,670 | $6,467-12.3% | $5,631+0.7% | $6,689-15.2% |
| Admin fee / account holder | $4,263 | $19,275-77.9% | $15,885-73.2% | $13,390-68.2% |