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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 | $297,232 | $198,457+49.8% | $170,435+74.4% | $147,586+101.4% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 15.95% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,316 | $6,183-78.7% | $5,432-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $3,648 | $5,629-35.2% | $4,939-26.1% | $5,439-32.9% |
| Admin fee / account holder | $2,216 | $16,852-86.8% | $13,881-84.0% | $10,886-79.6% |