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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 | $372,728 | $160,040+132.9% | $147,096+153.4% | $145,877+155.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $5,534 | $5,289+4.6% | $4,936+12.1% | $4,663+18.7% |
| Participant deferral / active EE | $8,494 | $8,429+0.8% | $8,071+5.2% | $6,691+27.0% |
| Admin fee / account holder | $2,390 | $15,050-84.1% | $13,005-81.6% | $13,402-82.2% |