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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 | $405,841 | $165,351+145.4% | $149,710+171.1% | $158,931+155.4% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 16.15% | 348.19%-332.0pp | 276.63%-260.5pp | 302.86%-286.7pp |
| Employer contribution / active EE | $3,321 | $5,103-34.9% | $4,645-28.5% | $4,761-30.3% |
| Participant deferral / active EE | $9,497 | $7,181+32.2% | $6,842+38.8% | $5,982+58.8% |
| Admin fee / account holder | $13,184 | $10,807+22.0% | $9,309+41.6% | $11,247+17.2% |