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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 | $335,641 | $185,856+80.6% | $170,028+97.4% | $139,456+140.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.36% | 60.52%-36.2pp | 53.39%-29.0pp | 373.45%-349.1pp |
| Employer contribution / active EE | $5,315 | $7,593-30.0% | $6,788-21.7% | $4,753+11.8% |
| Participant deferral / active EE | $10,266 | $11,623-11.7% | $10,409-1.4% | $6,711+53.0% |
| Admin fee / account holder | $7,565 | $15,387-50.8% | $12,820-41.0% | $11,407-33.7% |