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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 | $268,328 | $183,592+46.2% | $155,567+72.5% | $145,959+83.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.10% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.9pp |
| Employer contribution / active EE | $12,345 | $5,315+132.3% | $4,674+164.1% | $4,661+164.9% |
| Participant deferral / active EE | $10,462 | $6,464+61.8% | $5,628+85.9% | $6,689+56.4% |
| Admin fee / account holder | $2,908 | $19,318-84.9% | $15,916-81.7% | $13,398-78.3% |