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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 | $271,672 | $165,399+64.3% | $149,745+81.4% | $158,982+70.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.88% | 348.34%-334.5pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $3,989 | $5,105-21.8% | $4,646-14.1% | $4,763-16.2% |
| Participant deferral / active EE | $5,017 | $7,183-30.1% | $6,843-26.7% | $5,983-16.1% |
| Admin fee / account holder | $5,980 | $10,811-44.7% | $9,312-35.8% | $11,252-46.9% |