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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 | $257,692 | $175,259+47.0% | $149,723+72.1% | $139,487+84.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.74% | 166.82%-150.1pp | 134.50%-117.8pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,455 | $5,478-55.2% | $4,821-49.1% | $4,755-48.4% |
| Participant deferral / active EE | $7,805 | $6,522+19.7% | $5,682+37.3% | $6,713+16.3% |
| Admin fee / account holder | $1,059 | $16,158-93.4% | $13,215-92.0% | $11,407-90.7% |