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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 | $295,928 | $209,428+41.3% | $178,498+65.8% | $158,950+86.2% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 21.81% | 188.78%-167.0pp | 151.09%-129.3pp | 302.91%-281.1pp |
| Employer contribution / active EE | $1,607 | $5,707-71.9% | $5,011-67.9% | $4,762-66.3% |
| Participant deferral / active EE | $5,842 | $5,955-1.9% | $5,202+12.3% | $5,983-2.4% |
| Admin fee / account holder | $12,126 | $17,077-29.0% | $13,985-13.3% | $11,248+7.8% |