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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 | $183,539+64.4% | $155,556+94.0% | $145,897+106.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.24% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,975 | $5,315-62.8% | $4,675-57.8% | $4,663-57.6% |
| Participant deferral / active EE | $5,522 | $6,467-14.6% | $5,631-1.9% | $6,689-17.5% |
| Admin fee / account holder | $10,374 | $19,275-46.2% | $15,885-34.7% | $13,390-22.5% |