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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 | $257,409 | $166,242+54.8% | $165,071+55.9% | $145,884+76.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 15.14% | 100.44%-85.3pp | 70.17%-55.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $5,503 | $5,283+4.2% | $4,347+26.6% | $4,662+18.0% |
| Participant deferral / active EE | $12,056 | $6,964+73.1% | $6,035+99.8% | $6,690+80.2% |
| Admin fee / account holder | $3,365 | $16,658-79.8% | $12,695-73.5% | $13,392-74.9% |