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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 | $319,545 | $209,422+52.6% | $178,503+79.0% | $158,982+101.0% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 21.31% | 188.81%-167.5pp | 151.12%-129.8pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,412 | $5,707-75.3% | $5,011-71.8% | $4,763-70.4% |
| Participant deferral / active EE | $2,551 | $5,955-57.2% | $5,202-51.0% | $5,983-57.4% |
| Admin fee / account holder | $2,657 | $17,079-84.4% | $13,987-81.0% | $11,252-76.4% |