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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 | $289,613 | $217,432+33.2% | $185,849+55.8% | $167,536+72.9% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 22.32% | 148.42%-126.1pp | 122.10%-99.8pp | 478.82%-456.5pp |
| Employer contribution / active EE | $2,991 | $5,875-49.1% | $5,169-42.1% | $4,839-38.2% |
| Participant deferral / active EE | $3,170 | $6,357-50.1% | $5,569-43.1% | $6,342-50.0% |
| Admin fee / account holder | $5,172 | $19,818-73.9% | $16,244-68.2% | $12,315-58.0% |