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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 | $467,496 | $111,535+319.1% | $105,223+344.3% | $137,256+240.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 19.91% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,695 | $3,939-6.2% | $3,689+0.2% | $4,156-11.1% |
| Participant deferral / active EE | $17,335 | $5,500+215.2% | $5,072+241.8% | $6,407+170.6% |
| Admin fee / account holder | $3,451 | $9,721-64.5% | $8,859-61.0% | $12,270-71.9% |