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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 | $306,972 | $185,883+65.1% | $170,043+80.5% | $139,466+120.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 30.20% | 60.54%-30.3pp | 53.40%-23.2pp | 373.66%-343.5pp |
| Employer contribution / active EE | $6,217 | $7,596-18.2% | $6,790-8.4% | $4,754+30.8% |
| Participant deferral / active EE | $17,333 | $11,626+49.1% | $10,410+66.5% | $6,712+158.2% |
| Admin fee / account holder | $3,002 | $15,393-80.5% | $12,824-76.6% | $11,409-73.7% |