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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 | $258,404 | $217,427+18.8% | $185,837+39.0% | $167,518+54.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 25.66% | 148.39%-122.7pp | 122.08%-96.4pp | 478.71%-453.0pp |
| Employer contribution / active EE | $1,362 | $5,874-76.8% | $5,168-73.7% | $4,838-71.9% |
| Participant deferral / active EE | $6,334 | $6,357-0.4% | $5,568+13.8% | $6,342-0.1% |
| Admin fee / account holder | $3,760 | $19,816-81.0% | $16,241-76.9% | $12,312-69.5% |