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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 | $301,701 | $183,592+64.3% | $155,574+93.9% | $145,877+106.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.24% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,975 | $5,317-62.9% | $4,676-57.8% | $4,663-57.6% |
| Participant deferral / active EE | $5,522 | $6,466-14.6% | $5,629-1.9% | $6,691-17.5% |
| Admin fee / account holder | $10,374 | $19,316-46.3% | $15,914-34.8% | $13,402-22.6% |