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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 | $258,072 | $159,978+61.3% | $147,041+75.5% | $145,978+76.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.60% | 98.36%-87.8pp | 419.21%-408.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,294 | $5,288-56.6% | $4,935-53.5% | $4,662-50.8% |
| Participant deferral / active EE | $11,489 | $8,429+36.3% | $8,071+42.4% | $6,690+71.7% |
| Admin fee / account holder | $15,132 | $15,053+0.5% | $13,006+16.3% | $13,400+12.9% |