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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 | $280,080 | $183,592+52.6% | $155,567+80.0% | $145,959+91.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 13.11% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $6,539 | $5,315+23.0% | $4,674+39.9% | $4,661+40.3% |
| Participant deferral / active EE | $8,993 | $6,464+39.1% | $5,628+59.8% | $6,689+34.5% |
| Admin fee / account holder | $903 | $19,318-95.3% | $15,916-94.3% | $13,398-93.3% |