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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 | $646,749 | $157,296+311.2% | $141,191+358.1% | $152,897+323.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 35.29% | 64.34%-29.0pp | 71.41%-36.1pp | 345.43%-310.1pp |
| Employer contribution / active EE | $7,344 | $5,262+39.6% | $4,736+55.1% | $4,764+54.2% |
| Participant deferral / active EE | $14,679 | $7,111+106.4% | $6,710+118.8% | $5,851+150.9% |
| Admin fee / account holder | $5,683 | $12,125-53.1% | $10,264-44.6% | $11,599-51.0% |