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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 | $482,762 | $165,399+191.9% | $149,745+222.4% | $158,982+203.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 22.84% | 348.34%-325.5pp | 276.72%-253.9pp | 302.99%-280.2pp |
| Employer contribution / active EE | $3,024 | $5,105-40.8% | $4,646-34.9% | $4,763-36.5% |
| Participant deferral / active EE | $8,479 | $7,183+18.0% | $6,843+23.9% | $5,983+41.7% |
| Admin fee / account holder | $1,706 | $10,811-84.2% | $9,312-81.7% | $11,252-84.8% |