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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 | $355,793 | $129,737+174.2% | $119,126+198.7% | $154,746+129.9% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 16.23% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,086 | $4,375-29.5% | $4,034-23.5% | $4,379-29.5% |
| Participant deferral / active EE | $4,342 | $5,842-25.7% | $5,318-18.3% | $6,730-35.5% |
| Admin fee / account holder | $1,474 | $11,961-87.7% | $10,693-86.2% | $14,365-89.7% |