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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 | $517,697 | $202,342+155.9% | $172,752+199.7% | $152,897+238.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.89% | 1029.83%-1007.9pp | 802.97%-781.1pp | 345.43%-323.5pp |
| Employer contribution / active EE | $3,219 | $5,858-45.0% | $5,144-37.4% | $4,764-32.4% |
| Participant deferral / active EE | $7,513 | $5,948+26.3% | $5,198+44.5% | $5,851+28.4% |
| Admin fee / account holder | $3,860 | $17,111-77.4% | $13,955-72.3% | $11,599-66.7% |