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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 | $291,953 | $209,422+39.4% | $178,503+63.6% | $158,982+83.6% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 16.42% | 188.81%-172.4pp | 151.12%-134.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $4,011 | $5,707-29.7% | $5,011-19.9% | $4,763-15.8% |
| Participant deferral / active EE | $3,350 | $5,955-43.7% | $5,202-35.6% | $5,983-44.0% |
| Admin fee / account holder | $1,881 | $17,079-89.0% | $13,987-86.5% | $11,252-83.3% |