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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 | $487,009 | $159,978+204.4% | $147,041+231.2% | $145,978+233.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.38% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $9,466 | $5,288+79.0% | $4,935+91.8% | $4,662+103.0% |
| Participant deferral / active EE | $10,099 | $8,429+19.8% | $8,071+25.1% | $6,690+51.0% |
| Admin fee / account holder | $17,220 | $15,053+14.4% | $13,006+32.4% | $13,400+28.5% |