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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 | $262,149 | $148,582+76.4% | $135,942+92.8% | $139,456+88.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.27% | 79.26%-60.0pp | 68.28%-49.0pp | 373.45%-354.2pp |
| Employer contribution / active EE | $3,122 | $5,245-40.5% | $4,858-35.7% | $4,753-34.3% |
| Participant deferral / active EE | $8,547 | $8,101+5.5% | $7,759+10.2% | $6,711+27.4% |
| Admin fee / account holder | $365 | $12,402-97.1% | $10,764-96.6% | $11,407-96.8% |