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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 | $317,435 | $159,934+98.5% | $147,005+115.9% | $145,959+117.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.85% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,190 | $5,287-58.6% | $4,934-55.6% | $4,661-53.0% |
| Participant deferral / active EE | $19,160 | $8,427+127.4% | $8,070+137.4% | $6,689+186.5% |
| Admin fee / account holder | $30,150 | $15,053+100.3% | $13,006+131.8% | $13,398+125.0% |