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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 | $341,841 | $183,592+86.2% | $155,574+119.7% | $145,877+134.3% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 16.66% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,807 | $5,317-47.2% | $4,676-40.0% | $4,663-39.8% |
| Participant deferral / active EE | $6,500 | $6,466+0.5% | $5,629+15.5% | $6,691-2.9% |
| Admin fee / account holder | $1,235 | $19,316-93.6% | $15,914-92.2% | $13,402-90.8% |