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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 | $383,356 | $175,231+118.8% | $149,696+156.1% | $139,466+174.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.89% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,630 | $5,478-70.2% | $4,821-66.2% | $4,754-65.7% |
| Participant deferral / active EE | $5,200 | $6,521-20.3% | $5,682-8.5% | $6,712-22.5% |
| Admin fee / account holder | $5,942 | $16,155-63.2% | $13,212-55.0% | $11,409-47.9% |