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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 | $290,957 | $197,603+47.2% | $177,827+63.6% | $158,950+83.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 24.00% | 58.76%-34.8pp | 48.32%-24.3pp | 302.91%-278.9pp |
| Employer contribution / active EE | $3,333 | $6,698-50.2% | $5,918-43.7% | $4,762-30.0% |
| Participant deferral / active EE | $6,758 | $8,404-19.6% | $7,713-12.4% | $5,983+13.0% |
| Admin fee / account holder | $17,752 | $15,402+15.3% | $12,429+42.8% | $11,248+57.8% |