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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 | $251,279 | $175,231+43.4% | $149,696+67.9% | $139,466+80.2% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 19.63% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $3,320 | $5,478-39.4% | $4,821-31.1% | $4,754-30.2% |
| Participant deferral / active EE | $9,822 | $6,521+50.6% | $5,682+72.9% | $6,712+46.3% |
| Admin fee / account holder | $18,841 | $16,155+16.6% | $13,212+42.6% | $11,409+65.1% |