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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 | $363,134 | $175,257+107.2% | $149,717+142.5% | $139,456+160.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.65% | 166.70%-150.0pp | 134.41%-117.8pp | 373.45%-356.8pp |
| Employer contribution / active EE | $4,638 | $5,477-15.3% | $4,820-3.8% | $4,753-2.4% |
| Participant deferral / active EE | $17,978 | $6,521+175.7% | $5,682+216.4% | $6,711+167.9% |
| Admin fee / account holder | $2,499 | $16,156-84.5% | $13,213-81.1% | $11,407-78.1% |