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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 | $339,352 | $183,592+84.8% | $155,574+118.1% | $145,877+132.6% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 12.90% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,586 | $5,317-32.6% | $4,676-23.3% | $4,663-23.1% |
| Participant deferral / active EE | $6,896 | $6,466+6.7% | $5,629+22.5% | $6,691+3.1% |
| Admin fee / account holder | $2,059 | $19,316-89.3% | $15,914-87.1% | $13,402-84.6% |