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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 | $262,222 | $175,231+49.6% | $149,696+75.2% | $139,466+88.0% |
| Participation rate | 45.0% | 83.4%-38.4pp | 78.8%-33.8pp | 80.3%-35.3pp |
| Annual return | 17.34% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,791 | $5,478-67.3% | $4,821-62.8% | $4,754-62.3% |
| Participant deferral / active EE | $5,283 | $6,521-19.0% | $5,682-7.0% | $6,712-21.3% |
| Admin fee / account holder | $1,675 | $16,155-89.6% | $13,212-87.3% | $11,409-85.3% |