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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 | $341,284 | $160,070+113.2% | $147,117+132.0% | $145,897+133.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.23% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,859 | $5,285-45.9% | $4,932-42.0% | $4,663-38.7% |
| Participant deferral / active EE | $16,912 | $8,419+100.9% | $8,065+109.7% | $6,689+152.8% |
| Admin fee / account holder | $17,595 | $15,035+17.0% | $12,993+35.4% | $13,390+31.4% |