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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 | $409,650 | $183,592+123.1% | $155,567+163.3% | $145,959+180.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.66% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $8,780 | $5,315+65.2% | $4,674+87.8% | $4,661+88.4% |
| Participant deferral / active EE | $9,937 | $6,464+53.7% | $5,628+76.6% | $6,689+48.6% |
| Admin fee / account holder | $17,415 | $19,318-9.9% | $15,916+9.4% | $13,398+30.0% |