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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 | $273,613 | $202,342+35.2% | $172,752+58.4% | $152,897+79.0% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 23.70% | 1029.83%-1006.1pp | 802.97%-779.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,126 | $5,858-63.7% | $5,144-58.7% | $4,764-55.4% |
| Participant deferral / active EE | $3,461 | $5,948-41.8% | $5,198-33.4% | $5,851-40.8% |
| Admin fee / account holder | $1,436 | $17,111-91.6% | $13,955-89.7% | $11,599-87.6% |