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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 | $523,721 | $100,895+419.1% | $90,430+479.1% | $158,950+229.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 18.07% | 1725.54%-1707.5pp | 1293.73%-1275.7pp | 302.91%-284.8pp |
| Employer contribution / active EE | $5,573 | $3,689+51.1% | $3,262+70.9% | $4,762+17.0% |
| Participant deferral / active EE | $8,715 | $4,347+100.5% | $3,963+119.9% | $5,983+45.7% |
| Admin fee / account holder | $4,593 | $6,505-29.4% | $5,613-18.2% | $11,248-59.2% |