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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 | $261,453 | $171,492+52.5% | $150,734+73.5% | $198,609+31.6% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 18.39% | 804.70%-786.3pp | 600.81%-582.4pp | 202.70%-184.3pp |
| Employer contribution / active EE | $7,151 | $5,470+30.7% | $4,918+45.4% | $5,055+41.5% |
| Participant deferral / active EE | $3,068 | $6,259-51.0% | $5,610-45.3% | $6,977-56.0% |
| Admin fee / account holder | $19,946 | $17,628+13.1% | $14,905+33.8% | $19,030+4.8% |