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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 | $688,957 | $183,592+275.3% | $155,574+342.8% | $145,877+372.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.93% | 61.37%-38.4pp | 64.87%-41.9pp | 551.28%-528.4pp |
| Employer contribution / active EE | $3,000 | $5,317-43.6% | $4,676-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $1,986 | $19,316-89.7% | $15,914-87.5% | $13,402-85.2% |