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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 | $580,097 | $162,136+257.8% | $152,301+280.9% | $154,746+274.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.11% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $18,378 | $4,890+275.8% | $4,624+297.4% | $4,379+319.7% |
| Participant deferral / active EE | $6,828 | $8,341-18.1% | $8,004-14.7% | $6,730+1.5% |
| Admin fee / account holder | $87,175 | $15,759+453.2% | $14,398+505.5% | $14,365+506.8% |