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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 | $342,514 | $166,268+106.0% | $165,100+107.5% | $145,897+134.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 16.09% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,909 | $5,284-26.0% | $4,348-10.1% | $4,663-16.2% |
| Participant deferral / active EE | $7,832 | $6,964+12.5% | $6,035+29.8% | $6,689+17.1% |
| Admin fee / account holder | $1,205 | $16,659-92.8% | $12,696-90.5% | $13,390-91.0% |