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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 | $349,517 | $217,432+60.7% | $185,849+88.1% | $167,536+108.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.51% | 148.42%-132.9pp | 122.10%-106.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $7,700 | $5,875+31.1% | $5,169+49.0% | $4,839+59.1% |
| Participant deferral / active EE | $5,778 | $6,357-9.1% | $5,569+3.8% | $6,342-8.9% |
| Admin fee / account holder | $1,542 | $19,818-92.2% | $16,244-90.5% | $12,315-87.5% |