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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 | $273,350 | $166,268+64.4% | $165,100+65.6% | $145,897+87.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 10.76% | 100.52%-89.8pp | 70.21%-59.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $7,763 | $5,284+46.9% | $4,348+78.5% | $4,663+66.5% |
| Participant deferral / active EE | $6,985 | $6,964+0.3% | $6,035+15.7% | $6,689+4.4% |
| Admin fee / account holder | $13,705 | $16,659-17.7% | $12,696+7.9% | $13,390+2.3% |