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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 | $557,343 | $183,516+203.7% | $155,534+258.3% | $145,884+282.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 19.85% | 61.43%-41.6pp | 64.92%-45.1pp | 551.85%-532.0pp |
| Employer contribution / active EE | $6,978 | $5,315+31.3% | $4,675+49.3% | $4,662+49.7% |
| Participant deferral / active EE | $6,438 | $6,467-0.4% | $5,630+14.3% | $6,690-3.8% |
| Admin fee / account holder | $339 | $19,293-98.2% | $15,900-97.9% | $13,392-97.5% |