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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 | $680,452 | $183,592+270.6% | $155,574+337.4% | $145,877+366.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,155 | $5,317-3.0% | $4,676+10.2% | $4,663+10.6% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,691+82.3% |
| Admin fee / account holder | $1,805 | $19,316-90.7% | $15,914-88.7% | $13,402-86.5% |