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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 | $348,735 | $196,972+77.0% | $182,262+91.3% | $198,609+75.6% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 9.68% | 158.27%-148.6pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $44,768 | $5,364+734.7% | $5,046+787.2% | $5,055+785.5% |
| Participant deferral / active EE | $11,750 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $2,602 | $18,429-85.9% | $16,712-84.4% | $19,030-86.3% |