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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 | $309,312 | $202,345+52.9% | $172,755+79.0% | $152,885+102.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 23.17% | 1029.77%-1006.6pp | 802.94%-779.8pp | 345.39%-322.2pp |
| Employer contribution / active EE | $2,780 | $5,858-52.5% | $5,144-46.0% | $4,763-41.6% |
| Participant deferral / active EE | $6,442 | $5,948+8.3% | $5,198+23.9% | $5,851+10.1% |
| Admin fee / account holder | $2,151 | $17,111-87.4% | $13,955-84.6% | $11,598-81.5% |