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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 | $341,644 | $172,111+98.5% | $150,298+127.3% | $137,256+148.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.59% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,694 | $4,636-63.5% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $6,450 | $6,166+4.6% | $5,453+18.3% | $6,407+0.7% |
| Admin fee / account holder | $11,253 | $16,471-31.7% | $14,116-20.3% | $12,270-8.3% |