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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 | $547,468 | $166,131+229.5% | $164,975+231.8% | $145,877+275.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 16.03% | 100.37%-84.3pp | 70.12%-54.1pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,533 | $5,276-52.0% | $4,343-41.7% | $4,663-45.7% |
| Participant deferral / active EE | $2,533 | $6,962-63.6% | $6,033-58.0% | $6,691-62.1% |
| Admin fee / account holder | $26,614 | $16,648+59.9% | $12,688+109.8% | $13,402+98.6% |