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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 | $509,262 | $162,136+214.1% | $152,301+234.4% | $154,746+229.1% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 13.69% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $9,722 | $4,890+98.8% | $4,624+110.2% | $4,379+122.0% |
| Participant deferral / active EE | $11,601 | $8,341+39.1% | $8,004+44.9% | $6,730+72.4% |
| Admin fee / account holder | $4,551 | $15,759-71.1% | $14,398-68.4% | $14,365-68.3% |