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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 | $273,861 | $148,582+84.3% | $135,942+101.5% | $139,456+96.4% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 18.16% | 79.26%-61.1pp | 68.28%-50.1pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,276 | $5,245-56.6% | $4,858-53.1% | $4,753-52.1% |
| Participant deferral / active EE | $3,490 | $8,101-56.9% | $7,759-55.0% | $6,711-48.0% |
| Admin fee / account holder | $1,044 | $12,402-91.6% | $10,764-90.3% | $11,407-90.8% |