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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 | $315,110 | $183,516+71.7% | $155,534+102.6% | $145,884+116.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 43.40% | 61.43%-18.0pp | 64.92%-21.5pp | 551.85%-508.4pp |
| Employer contribution / active EE | $8,767 | $5,315+65.0% | $4,675+87.5% | $4,662+88.0% |
| Participant deferral / active EE | $2,875 | $6,467-55.5% | $5,630-48.9% | $6,690-57.0% |
| Admin fee / account holder | $18,944 | $19,293-1.8% | $15,900+19.1% | $13,392+41.5% |