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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% | $155,574+163.3% | $145,877+180.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.66% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $8,780 | $5,317+65.1% | $4,676+87.8% | $4,663+88.3% |
| Participant deferral / active EE | $9,937 | $6,466+53.7% | $5,629+76.5% | $6,691+48.5% |
| Admin fee / account holder | $17,415 | $19,316-9.8% | $15,914+9.4% | $13,402+29.9% |