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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 | $566,835 | $183,539+208.8% | $155,556+264.4% | $145,897+288.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.15% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $9,561 | $5,315+79.9% | $4,675+104.5% | $4,663+105.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,072 | $19,275-89.3% | $15,885-87.0% | $13,390-84.5% |