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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 | $300,059 | $160,040+87.5% | $147,096+104.0% | $145,877+105.7% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 13.52% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,200 | $5,289-77.3% | $4,936-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $4,284 | $8,429-49.2% | $8,071-46.9% | $6,691-36.0% |
| Admin fee / account holder | $616 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |