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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 | $255,541 | $183,592+39.2% | $155,574+64.3% | $145,877+75.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.20% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,197 | $5,317-2.3% | $4,676+11.1% | $4,663+11.4% |
| Participant deferral / active EE | $6,842 | $6,466+5.8% | $5,629+21.5% | $6,691+2.3% |
| Admin fee / account holder | $1,884 | $19,316-90.2% | $15,914-88.2% | $13,402-85.9% |