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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 | $609,805 | $175,259+247.9% | $149,723+307.3% | $139,487+337.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 12.98% | 166.82%-153.8pp | 134.50%-121.5pp | 373.84%-360.9pp |
| Employer contribution / active EE | $4,785 | $5,478-12.7% | $4,821-0.8% | $4,755+0.6% |
| Participant deferral / active EE | $10,859 | $6,522+66.5% | $5,682+91.1% | $6,713+61.8% |
| Admin fee / account holder | $14,668 | $16,158-9.2% | $13,215+11.0% | $11,407+28.6% |