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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 | $293,395 | $209,428+40.1% | $178,498+64.4% | $158,950+84.6% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 29.91% | 188.78%-158.9pp | 151.09%-121.2pp | 302.91%-273.0pp |
| Employer contribution / active EE | $2,259 | $5,707-60.4% | $5,011-54.9% | $4,762-52.6% |
| Participant deferral / active EE | $5,490 | $5,955-7.8% | $5,202+5.5% | $5,983-8.2% |
| Admin fee / account holder | $3,562 | $17,077-79.1% | $13,985-74.5% | $11,248-68.3% |