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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 | $279,430 | $183,539+52.2% | $155,556+79.6% | $145,897+91.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.99% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,849 | $5,315-65.2% | $4,675-60.5% | $4,663-60.3% |
| Participant deferral / active EE | $4,217 | $6,467-34.8% | $5,631-25.1% | $6,689-37.0% |
| Admin fee / account holder | $1,561 | $19,275-91.9% | $15,885-90.2% | $13,390-88.3% |