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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 | $287,761 | $209,425+37.4% | $178,499+61.2% | $158,966+81.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.05% | 188.80%-177.8pp | 151.10%-140.1pp | 302.95%-291.9pp |
| Employer contribution / active EE | $14,659 | $5,707+156.9% | $5,011+192.5% | $4,762+207.8% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $48,761 | $17,078+185.5% | $13,986+248.6% | $11,250+333.4% |