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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 | $273,269 | $165,381+65.2% | $149,730+82.5% | $158,966+71.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 10.61% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.3pp |
| Employer contribution / active EE | $7,686 | $5,104+50.6% | $4,645+65.5% | $4,762+61.4% |
| Participant deferral / active EE | $12,641 | $7,182+76.0% | $6,843+84.7% | $5,983+111.3% |
| Admin fee / account holder | $1,034 | $10,809-90.4% | $9,310-88.9% | $11,250-90.8% |