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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 | $822,135 | $165,361+397.2% | $149,715+449.1% | $158,950+417.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.50% | 348.24%-322.7pp | 276.66%-251.2pp | 302.91%-277.4pp |
| Employer contribution / active EE | $4,819 | $5,103-5.6% | $4,645+3.7% | $4,762+1.2% |
| Participant deferral / active EE | $7,513 | $7,182+4.6% | $6,842+9.8% | $5,983+25.6% |
| Admin fee / account holder | $6,473 | $10,808-40.1% | $9,310-30.5% | $11,248-42.5% |