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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 | $428,817 | $227,291+88.7% | $214,702+99.7% | $155,188+176.3% |
| Participation rate | 69.2% | 88.0%-18.7pp | 87.5%-18.2pp | 80.8%-11.6pp |
| Annual return | 15.70% | 60.08%-44.4pp | 54.55%-38.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $7,949 | $6,772+17.4% | $6,461+23.0% | $4,248+87.1% |
| Participant deferral / active EE | $13,323 | $9,582+39.0% | $9,147+45.7% | $6,531+104.0% |
| Admin fee / account holder | $22,915 | $20,413+12.3% | $19,830+15.6% | $14,480+58.3% |