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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 | $424,259 | $175,257+142.1% | $149,717+183.4% | $139,456+204.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.63% | 166.70%-145.1pp | 134.41%-112.8pp | 373.45%-351.8pp |
| Employer contribution / active EE | $5,225 | $5,477-4.6% | $4,820+8.4% | $4,753+9.9% |
| Participant deferral / active EE | $17,462 | $6,521+167.8% | $5,682+207.3% | $6,711+160.2% |
| Admin fee / account holder | $1,954 | $16,156-87.9% | $13,213-85.2% | $11,407-82.9% |