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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 | $301,983 | $162,529+85.8% | $130,788+130.9% | $154,746+95.1% |
| Participation rate | 68.2% | 75.9%-7.7pp | 70.1%-1.9pp | 80.7%-12.5pp |
| Annual return | 11.20% | 510.48%-499.3pp | 386.44%-375.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,782 | $4,447-37.5% | $3,558-21.8% | $4,379-36.5% |
| Participant deferral / active EE | $5,577 | $4,808+16.0% | $4,137+34.8% | $6,730-17.1% |
| Admin fee / account holder | $11,229 | $7,669+46.4% | $6,673+68.3% | $14,365-21.8% |