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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 | $336,883 | $209,425+60.9% | $178,499+88.7% | $158,966+111.9% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 16.61% | 188.80%-172.2pp | 151.10%-134.5pp | 302.95%-286.3pp |
| Employer contribution / active EE | $3,666 | $5,707-35.8% | $5,011-26.9% | $4,762-23.0% |
| Participant deferral / active EE | $10,720 | $5,955+80.0% | $5,202+106.1% | $5,983+79.2% |
| Admin fee / account holder | $1,276 | $17,078-92.5% | $13,986-90.9% | $11,250-88.7% |