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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 | $270,979 | $183,539+47.6% | $155,556+74.2% | $145,897+85.7% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 26.50% | 61.31%-34.8pp | 64.84%-38.3pp | 552.29%-525.8pp |
| Employer contribution / active EE | $2,230 | $5,315-58.1% | $4,675-52.3% | $4,663-52.2% |
| Participant deferral / active EE | $4,440 | $6,467-31.3% | $5,631-21.2% | $6,689-33.6% |
| Admin fee / account holder | $3,668 | $19,275-81.0% | $15,885-76.9% | $13,390-72.6% |