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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 | $352,217 | $160,040+120.1% | $147,096+139.4% | $145,877+141.4% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 16.67% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $4,220 | $5,289-20.2% | $4,936-14.5% | $4,663-9.5% |
| Participant deferral / active EE | $8,224 | $8,429-2.4% | $8,071+1.9% | $6,691+22.9% |
| Admin fee / account holder | $16,767 | $15,050+11.4% | $13,005+28.9% | $13,402+25.1% |