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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 | $506,963 | $183,592+176.1% | $155,574+225.9% | $145,877+247.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.64% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $6,222 | $5,317+17.0% | $4,676+33.1% | $4,663+33.4% |
| Participant deferral / active EE | $4,431 | $6,466-31.5% | $5,629-21.3% | $6,691-33.8% |
| Admin fee / account holder | $4,460 | $19,316-76.9% | $15,914-72.0% | $13,402-66.7% |