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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 | $272,661 | $185,883+46.7% | $170,043+60.3% | $139,466+95.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.67% | 60.54%-35.9pp | 53.40%-28.7pp | 373.66%-349.0pp |
| Employer contribution / active EE | $11,801 | $7,596+55.4% | $6,790+73.8% | $4,754+148.2% |
| Participant deferral / active EE | $9,489 | $11,626-18.4% | $10,410-8.9% | $6,712+41.4% |
| Admin fee / account holder | $4,979 | $15,393-67.7% | $12,824-61.2% | $11,409-56.4% |