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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 | $571,336 | $166,242+243.7% | $165,071+246.1% | $145,884+291.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.31% | 100.44%-84.1pp | 70.17%-53.9pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,380 | $5,283-55.0% | $4,347-45.3% | $4,662-49.0% |
| Participant deferral / active EE | $14,601 | $6,964+109.7% | $6,035+141.9% | $6,690+118.3% |
| Admin fee / account holder | $27,719 | $16,658+66.4% | $12,695+118.3% | $13,392+107.0% |