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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 | $292,801 | $217,432+34.7% | $185,849+57.5% | $167,536+74.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.74% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,265 | $5,875-61.5% | $5,169-56.2% | $4,839-53.2% |
| Participant deferral / active EE | $16,667 | $6,357+162.2% | $5,569+199.3% | $6,342+162.8% |
| Admin fee / account holder | $896 | $19,818-95.5% | $16,244-94.5% | $12,315-92.7% |