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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 | $289,015 | $183,592+57.4% | $155,574+85.8% | $145,877+98.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.02% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $7,476 | $5,317+40.6% | $4,676+59.9% | $4,663+60.3% |
| Participant deferral / active EE | $7,235 | $6,466+11.9% | $5,629+28.5% | $6,691+8.1% |
| Admin fee / account holder | $12,710 | $19,316-34.2% | $15,914-20.1% | $13,402-5.2% |