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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 | $316,439 | $202,440+56.3% | $169,390+86.8% | $139,466+126.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 13.78% | 532.36%-518.6pp | 406.07%-392.3pp | 373.66%-359.9pp |
| Employer contribution / active EE | $9,040 | $4,693+92.6% | $4,013+125.3% | $4,754+90.1% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,584 | $10,722-85.2% | $9,015-82.4% | $11,409-86.1% |