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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 | $266,951 | $165,381+61.4% | $149,730+78.3% | $158,966+67.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.86% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.1pp |
| Employer contribution / active EE | $3,266 | $5,104-36.0% | $4,645-29.7% | $4,762-31.4% |
| Participant deferral / active EE | $11,257 | $7,182+56.7% | $6,843+64.5% | $5,983+88.1% |
| Admin fee / account holder | $4,452 | $10,809-58.8% | $9,310-52.2% | $11,250-60.4% |