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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 | $401,696 | $129,737+209.6% | $119,126+237.2% | $154,746+159.6% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 12.12% | 379.08%-367.0pp | 282.11%-270.0pp | 172.34%-160.2pp |
| Employer contribution / active EE | $6,020 | $4,375+37.6% | $4,034+49.2% | $4,379+37.5% |
| Participant deferral / active EE | $7,699 | $5,842+31.8% | $5,318+44.8% | $6,730+14.4% |
| Admin fee / account holder | $9,945 | $11,961-16.8% | $10,693-7.0% | $14,365-30.8% |