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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 | $326,258 | $209,425+55.8% | $178,499+82.8% | $158,966+105.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 20.36% | 188.80%-168.4pp | 151.10%-130.7pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,400 | $5,707-75.5% | $5,011-72.1% | $4,762-70.6% |
| Participant deferral / active EE | $2,578 | $5,955-56.7% | $5,202-50.4% | $5,983-56.9% |
| Admin fee / account holder | $5,764 | $17,078-66.3% | $13,986-58.8% | $11,250-48.8% |