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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 | $260,153 | $202,440+28.5% | $169,390+53.6% | $139,466+86.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 10.60% | 532.36%-521.8pp | 406.07%-395.5pp | 373.66%-363.1pp |
| Employer contribution / active EE | $1,042 | $4,693-77.8% | $4,013-74.0% | $4,754-78.1% |
| Participant deferral / active EE | $1,867 | $6,940-73.1% | $6,222-70.0% | $6,712-72.2% |
| Admin fee / account holder | $9,304 | $10,722-13.2% | $9,015+3.2% | $11,409-18.5% |