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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 | $334,830 | $148,623+125.3% | $135,974+146.2% | $139,466+140.1% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 28.11% | 79.30%-51.2pp | 68.30%-40.2pp | 373.66%-345.6pp |
| Employer contribution / active EE | $5,708 | $5,246+8.8% | $4,859+17.5% | $4,754+20.1% |
| Participant deferral / active EE | $7,827 | $8,103-3.4% | $7,760+0.9% | $6,712+16.6% |
| Admin fee / account holder | $7,000 | $12,406-43.6% | $10,767-35.0% | $11,409-38.6% |