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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 | $313,240 | $160,040+95.7% | $147,096+112.9% | $145,877+114.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 27.61% | 98.49%-70.9pp | 419.75%-392.1pp | 551.28%-523.7pp |
| Employer contribution / active EE | $4,475 | $5,289-15.4% | $4,936-9.3% | $4,663-4.0% |
| Participant deferral / active EE | $7,550 | $8,429-10.4% | $8,071-6.5% | $6,691+12.9% |
| Admin fee / account holder | $22,473 | $15,050+49.3% | $13,005+72.8% | $13,402+67.7% |