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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 | $400,038 | $183,539+118.0% | $155,556+157.2% | $145,897+174.2% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 13.27% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,091 | $5,315-23.0% | $4,675-12.5% | $4,663-12.3% |
| Participant deferral / active EE | $7,652 | $6,467+18.3% | $5,631+35.9% | $6,689+14.4% |
| Admin fee / account holder | $20,621 | $19,275+7.0% | $15,885+29.8% | $13,390+54.0% |