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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 | $292,682 | $148,629+96.9% | $135,982+115.2% | $139,487+109.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 20.11% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $3,121 | $5,247-40.5% | $4,859-35.8% | $4,755-34.4% |
| Participant deferral / active EE | $9,755 | $8,102+20.4% | $7,760+25.7% | $6,713+45.3% |
| Admin fee / account holder | $21,081 | $12,406+69.9% | $10,767+95.8% | $11,407+84.8% |