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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 | $586,771 | $183,539+219.7% | $155,556+277.2% | $145,897+302.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.38% | 61.31%-49.9pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,198 | $5,315-58.7% | $4,675-53.0% | $4,663-52.9% |
| Participant deferral / active EE | $17,833 | $6,467+175.8% | $5,631+216.7% | $6,689+166.6% |
| Admin fee / account holder | $1,619 | $19,275-91.6% | $15,885-89.8% | $13,390-87.9% |