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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 | $252,154 | $183,516+37.4% | $155,534+62.1% | $145,884+72.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.20% | 61.43%-41.2pp | 64.92%-44.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,206 | $5,315-39.7% | $4,675-31.4% | $4,662-31.2% |
| Participant deferral / active EE | $15,194 | $6,467+135.0% | $5,630+169.9% | $6,690+127.1% |
| Admin fee / account holder | $6,407 | $19,293-66.8% | $15,900-59.7% | $13,392-52.2% |