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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 | $313,762 | $209,336+49.9% | $197,124+59.2% | $137,256+128.6% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 11.75% | 48.09%-36.3pp | 44.34%-32.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,886 | $6,591-56.2% | $6,227-53.7% | $4,156-30.6% |
| Participant deferral / active EE | $11,582 | $9,614+20.5% | $9,135+26.8% | $6,407+80.8% |
| Admin fee / account holder | $21,560 | $17,308+24.6% | $16,298+32.3% | $12,270+75.7% |