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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 | $273,967 | $183,539+49.3% | $155,556+76.1% | $145,897+87.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.09% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,211 | $5,315-58.4% | $4,675-52.7% | $4,663-52.6% |
| Participant deferral / active EE | $7,743 | $6,467+19.7% | $5,631+37.5% | $6,689+15.7% |
| Admin fee / account holder | $11,082 | $19,275-42.5% | $15,885-30.2% | $13,390-17.2% |