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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 | $265,522 | $217,432+22.1% | $185,851+42.9% | $167,553+58.5% |
| Participation rate | 65.0% | 86.1%-21.1pp | 81.7%-16.7pp | 82.1%-17.1pp |
| Annual return | 13.83% | 148.43%-134.6pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,555 | $5,874-73.5% | $5,168-69.9% | $4,840-67.9% |
| Participant deferral / active EE | $5,173 | $6,357-18.6% | $5,569-7.1% | $6,343-18.4% |
| Admin fee / account holder | $1,107 | $19,820-94.4% | $16,245-93.2% | $12,316-91.0% |