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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 | $541,414 | $183,516+195.0% | $155,534+248.1% | $145,884+271.1% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 20.21% | 61.43%-41.2pp | 64.92%-44.7pp | 551.85%-531.6pp |
| Employer contribution / active EE | $1,360 | $5,315-74.4% | $4,675-70.9% | $4,662-70.8% |
| Participant deferral / active EE | $3,267 | $6,467-49.5% | $5,630-42.0% | $6,690-51.2% |
| Admin fee / account holder | $3,427 | $19,293-82.2% | $15,900-78.4% | $13,392-74.4% |