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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 | $417,052 | $183,592+127.2% | $155,574+168.1% | $145,877+185.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 9.20% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $10,682 | $5,317+100.9% | $4,676+128.5% | $4,663+129.1% |
| Participant deferral / active EE | $10,246 | $6,466+58.5% | $5,629+82.0% | $6,691+53.1% |
| Admin fee / account holder | $456 | $19,316-97.6% | $15,914-97.1% | $13,402-96.6% |