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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 | $264,798 | $209,422+26.4% | $178,503+48.3% | $158,982+66.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.94% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $8,089 | $5,707+41.7% | $5,011+61.4% | $4,763+69.8% |
| Participant deferral / active EE | $6,477 | $5,955+8.8% | $5,202+24.5% | $5,983+8.2% |
| Admin fee / account holder | $430 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |