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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 | $569,977 | $202,463+181.5% | $169,397+236.5% | $139,487+308.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 18.28% | 532.64%-514.4pp | 406.23%-387.9pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,850 | $4,694-39.3% | $4,013-29.0% | $4,755-40.1% |
| Participant deferral / active EE | $13,750 | $6,941+98.1% | $6,223+121.0% | $6,713+104.8% |
| Admin fee / account holder | $2,501 | $10,726-76.7% | $9,017-72.3% | $11,407-78.1% |