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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 | $284,359 | $183,516+54.9% | $155,534+82.8% | $145,884+94.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 11.62% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $6,122 | $5,315+15.2% | $4,675+31.0% | $4,662+31.3% |
| Participant deferral / active EE | $11,601 | $6,467+79.4% | $5,630+106.0% | $6,690+73.4% |
| Admin fee / account holder | $2,521 | $19,293-86.9% | $15,900-84.1% | $13,392-81.2% |