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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 | $267,953 | $165,361+62.0% | $149,715+79.0% | $158,950+68.6% |
| Participation rate | 29.4% | 84.6%-55.2pp | 82.5%-53.1pp | 82.0%-52.6pp |
| Annual return | 19.67% | 348.24%-328.6pp | 276.66%-257.0pp | 302.91%-283.2pp |
| Employer contribution / active EE | $1,717 | $5,103-66.4% | $4,645-63.0% | $4,762-63.9% |
| Participant deferral / active EE | $2,557 | $7,182-64.4% | $6,842-62.6% | $5,983-57.3% |
| Admin fee / account holder | $8,370 | $10,808-22.6% | $9,310-10.1% | $11,248-25.6% |