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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 | $251,124 | $166,268+51.0% | $165,100+52.1% | $145,897+72.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 21.40% | 100.52%-79.1pp | 70.21%-48.8pp | 552.29%-530.9pp |
| Employer contribution / active EE | $6,931 | $5,284+31.2% | $4,348+59.4% | $4,663+48.7% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,689+204.0% |
| Admin fee / account holder | $608 | $16,659-96.4% | $12,696-95.2% | $13,390-95.5% |