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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 | $418,038 | $183,627+127.7% | $155,602+168.7% | $145,978+186.4% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 17.47% | 61.32%-43.8pp | 64.81%-47.3pp | 550.52%-533.1pp |
| Employer contribution / active EE | $8,139 | $5,316+53.1% | $4,675+74.1% | $4,662+74.6% |
| Participant deferral / active EE | $5,706 | $6,466-11.8% | $5,629+1.4% | $6,690-14.7% |
| Admin fee / account holder | $869 | $19,327-95.5% | $15,923-94.5% | $13,400-93.5% |