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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 | $394,029 | $183,516+114.7% | $155,534+153.3% | $145,884+170.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.49% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,970 | $5,315-44.1% | $4,675-36.5% | $4,662-36.3% |
| Participant deferral / active EE | $14,768 | $6,467+128.4% | $5,630+162.3% | $6,690+120.8% |
| Admin fee / account holder | $40,770 | $19,293+111.3% | $15,900+156.4% | $13,392+204.4% |