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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 | $326,338 | $217,427+50.1% | $185,837+75.6% | $167,518+94.8% |
| Participation rate | 30.8% | 86.0%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 17.97% | 148.39%-130.4pp | 122.08%-104.1pp | 478.71%-460.7pp |
| Employer contribution / active EE | $8,619 | $5,874+46.7% | $5,168+66.8% | $4,838+78.1% |
| Participant deferral / active EE | $6,142 | $6,357-3.4% | $5,568+10.3% | $6,342-3.1% |
| Admin fee / account holder | $6,761 | $19,816-65.9% | $16,241-58.4% | $12,312-45.1% |