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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 | $352,499 | $209,422+68.3% | $178,503+97.5% | $158,982+121.7% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 11.80% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,687 | $5,707-52.9% | $5,011-46.4% | $4,763-43.6% |
| Participant deferral / active EE | $6,270 | $5,955+5.3% | $5,202+20.5% | $5,983+4.8% |
| Admin fee / account holder | $2,608 | $17,079-84.7% | $13,987-81.4% | $11,252-76.8% |