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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 | $252,828 | $183,539+37.8% | $155,556+62.5% | $145,897+73.3% |
| Participation rate | 42.1% | 82.7%-40.6pp | 78.2%-36.1pp | 80.3%-38.2pp |
| Annual return | 15.17% | 61.31%-46.1pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,474 | $5,315-34.6% | $4,675-25.7% | $4,663-25.5% |
| Participant deferral / active EE | $4,877 | $6,467-24.6% | $5,631-13.4% | $6,689-27.1% |
| Admin fee / account holder | $1,482 | $19,275-92.3% | $15,885-90.7% | $13,390-88.9% |