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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 | $289,085 | $175,259+64.9% | $149,723+93.1% | $139,487+107.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.61% | 166.82%-153.2pp | 134.50%-120.9pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,829 | $5,478-66.6% | $4,821-62.1% | $4,755-61.5% |
| Participant deferral / active EE | $8,095 | $6,522+24.1% | $5,682+42.5% | $6,713+20.6% |
| Admin fee / account holder | $3,158 | $16,158-80.5% | $13,215-76.1% | $11,407-72.3% |