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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 | $776,608 | $183,516+323.2% | $155,534+399.3% | $145,884+432.3% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 14.37% | 61.43%-47.1pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,897 | $5,315-45.5% | $4,675-38.0% | $4,662-37.9% |
| Participant deferral / active EE | $8,714 | $6,467+34.8% | $5,630+54.8% | $6,690+30.3% |
| Admin fee / account holder | $3,282 | $19,293-83.0% | $15,900-79.4% | $13,392-75.5% |