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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 | $290,415 | $132,634+119.0% | $115,768+150.9% | $137,256+111.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 13.96% | 160.70%-146.7pp | 100.46%-86.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,334 | $3,360+29.0% | $2,940+47.4% | $4,156+4.3% |
| Participant deferral / active EE | $10,064 | $5,619+79.1% | $4,917+104.7% | $6,407+57.1% |
| Admin fee / account holder | $21,451 | $15,028+42.7% | $12,439+72.4% | $12,270+74.8% |