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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% | $155,574+80.0% | $145,877+92.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 13.11% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $6,539 | $5,317+23.0% | $4,676+39.9% | $4,663+40.2% |
| Participant deferral / active EE | $8,993 | $6,466+39.1% | $5,629+59.8% | $6,691+34.4% |
| Admin fee / account holder | $903 | $19,316-95.3% | $15,914-94.3% | $13,402-93.3% |