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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 | $274,819 | $227,633+20.7% | $189,597+44.9% | $167,553+64.0% |
| Participation rate | 53.3% | 82.5%-29.2pp | 78.4%-25.1pp | 82.1%-28.8pp |
| Annual return | 18.49% | 78.45%-60.0pp | 64.20%-45.7pp | 478.89%-460.4pp |
| Employer contribution / active EE | $2,660 | $5,317-50.0% | $4,412-39.7% | $4,840-45.0% |
| Participant deferral / active EE | $6,647 | $7,003-5.1% | $6,174+7.7% | $6,343+4.8% |
| Admin fee / account holder | $24,064 | $11,879+102.6% | $9,807+145.4% | $12,316+95.4% |