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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 | $366,654 | $148,582+146.8% | $135,942+169.7% | $139,456+162.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 17.40% | 79.26%-61.9pp | 68.28%-50.9pp | 373.45%-356.0pp |
| Employer contribution / active EE | $9,202 | $5,245+75.5% | $4,858+89.4% | $4,753+93.6% |
| Participant deferral / active EE | $7,029 | $8,101-13.2% | $7,759-9.4% | $6,711+4.7% |
| Admin fee / account holder | $1,421 | $12,402-88.5% | $10,764-86.8% | $11,407-87.5% |