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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 | $265,896 | $160,028+66.2% | $147,080+80.8% | $145,884+82.3% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 46.34% | 98.60%-52.3pp | 420.17%-373.8pp | 551.85%-505.5pp |
| Employer contribution / active EE | $1,920 | $5,286-63.7% | $4,933-61.1% | $4,662-58.8% |
| Participant deferral / active EE | $10,710 | $8,422+27.2% | $8,066+32.8% | $6,690+60.1% |
| Admin fee / account holder | $1,815 | $15,030-87.9% | $12,989-86.0% | $13,392-86.4% |