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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 | $369,738 | $198,462+86.3% | $170,439+116.9% | $147,585+150.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 15.12% | 257.30%-242.2pp | 205.94%-190.8pp | 578.58%-563.5pp |
| Employer contribution / active EE | $6,650 | $6,184+7.5% | $5,433+22.4% | $4,876+36.4% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $10,063 | $16,852-40.3% | $13,881-27.5% | $10,886-7.6% |