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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 | $375,086 | $129,737+189.1% | $119,126+214.9% | $154,746+142.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 16.60% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,669 | $4,375-61.9% | $4,034-58.6% | $4,379-61.9% |
| Participant deferral / active EE | $6,463 | $5,842+10.6% | $5,318+21.5% | $6,730-4.0% |
| Admin fee / account holder | $2,825 | $11,961-76.4% | $10,693-73.6% | $14,365-80.3% |