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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 | $271,496 | $209,425+29.6% | $178,499+52.1% | $158,966+70.8% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 25.27% | 188.80%-163.5pp | 151.10%-125.8pp | 302.95%-277.7pp |
| Employer contribution / active EE | $1,236 | $5,707-78.3% | $5,011-75.3% | $4,762-74.0% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $976 | $17,078-94.3% | $13,986-93.0% | $11,250-91.3% |