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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 | $294,344 | $226,105+30.2% | $182,540+61.2% | $152,897+92.5% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.0%-19.2pp | 82.5%-23.6pp |
| Annual return | 24.03% | 192.58%-168.5pp | 148.58%-124.5pp | 345.43%-321.4pp |
| Employer contribution / active EE | $3,529 | $4,978-29.1% | $4,076-13.4% | $4,764-25.9% |
| Participant deferral / active EE | $7,557 | $6,370+18.6% | $5,525+36.8% | $5,851+29.1% |
| Admin fee / account holder | $52,979 | $10,706+394.9% | $8,593+516.5% | $11,599+356.7% |