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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 | $309,893 | $209,422+48.0% | $178,503+73.6% | $158,982+94.9% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 18.13% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,236 | $5,707-78.3% | $5,011-75.3% | $4,763-74.0% |
| Participant deferral / active EE | $4,655 | $5,955-21.8% | $5,202-10.5% | $5,983-22.2% |
| Admin fee / account holder | $809 | $17,079-95.3% | $13,987-94.2% | $11,252-92.8% |