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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 | $274,157 | $226,105+21.3% | $182,540+50.2% | $152,897+79.3% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.5%-18.8pp |
| Annual return | 28.70% | 192.58%-163.9pp | 148.58%-119.9pp | 345.43%-316.7pp |
| Employer contribution / active EE | $609 | $4,978-87.8% | $4,076-85.1% | $4,764-87.2% |
| Participant deferral / active EE | $7,022 | $6,370+10.2% | $5,525+27.1% | $5,851+20.0% |
| Admin fee / account holder | $2,821 | $10,706-73.6% | $8,593-67.2% | $11,599-75.7% |