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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 | $355,621 | $175,231+102.9% | $149,696+137.6% | $139,466+155.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 17.31% | 166.77%-149.5pp | 134.46%-117.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $3,103 | $5,478-43.4% | $4,821-35.6% | $4,754-34.7% |
| Participant deferral / active EE | $7,871 | $6,521+20.7% | $5,682+38.5% | $6,712+17.3% |
| Admin fee / account holder | $522 | $16,155-96.8% | $13,212-96.1% | $11,409-95.4% |