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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 | $258,689 | $165,381+56.4% | $149,730+72.8% | $158,966+62.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.11% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.8pp |
| Employer contribution / active EE | $7,407 | $5,104+45.1% | $4,645+59.5% | $4,762+55.5% |
| Participant deferral / active EE | $2,535 | $7,182-64.7% | $6,843-62.9% | $5,983-57.6% |
| Admin fee / account holder | $2,046 | $10,809-81.1% | $9,310-78.0% | $11,250-81.8% |