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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 | $304,214 | $209,422+45.3% | $178,503+70.4% | $158,982+91.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 9.28% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,200 | $5,707-79.0% | $5,011-76.1% | $4,763-74.8% |
| Participant deferral / active EE | $3,800 | $5,955-36.2% | $5,202-27.0% | $5,983-36.5% |
| Admin fee / account holder | $4,552 | $17,079-73.3% | $13,987-67.5% | $11,252-59.5% |