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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 | $309,725 | $217,427+42.5% | $185,837+66.7% | $167,518+84.9% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 15.74% | 148.39%-132.7pp | 122.08%-106.3pp | 478.71%-463.0pp |
| Employer contribution / active EE | $3,576 | $5,874-39.1% | $5,168-30.8% | $4,838-26.1% |
| Participant deferral / active EE | $5,437 | $6,357-14.5% | $5,568-2.4% | $6,342-14.3% |
| Admin fee / account holder | $1,390 | $19,816-93.0% | $16,241-91.4% | $12,312-88.7% |