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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 | $275,675 | $112,112+145.9% | $95,956+187.3% | $158,950+73.4% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 26.83% | 171.15%-144.3pp | 91.63%-64.8pp | 302.91%-276.1pp |
| Employer contribution / active EE | $3,375 | $3,199+5.5% | $2,541+32.8% | $4,762-29.1% |
| Participant deferral / active EE | $7,557 | $4,784+58.0% | $4,167+81.4% | $5,983+26.3% |
| Admin fee / account holder | $20,468 | $10,134+102.0% | $6,797+201.1% | $11,248+82.0% |