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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 | $274,283 | $134,817+103.4% | $123,973+121.2% | $155,188+76.7% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 13.12% | 515.49%-502.4pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,787 | $4,425-14.4% | $4,126-8.2% | $4,248-10.8% |
| Participant deferral / active EE | $7,633 | $5,706+33.8% | $5,247+45.5% | $6,531+16.9% |
| Admin fee / account holder | $4,189 | $13,245-68.4% | $11,799-64.5% | $14,480-71.1% |