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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 | $281,708 | $183,592+53.4% | $155,567+81.1% | $145,959+93.0% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 10.08% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $4,005 | $5,315-24.7% | $4,674-14.3% | $4,661-14.1% |
| Participant deferral / active EE | $5,105 | $6,464-21.0% | $5,628-9.3% | $6,689-23.7% |
| Admin fee / account holder | $3,800 | $19,318-80.3% | $15,916-76.1% | $13,398-71.6% |