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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 | $901,584 | $132,634+579.8% | $115,768+678.8% | $137,256+556.9% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 16.88% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,709 | $3,360+10.4% | $2,940+26.2% | $4,156-10.8% |
| Participant deferral / active EE | $9,213 | $5,619+64.0% | $4,917+87.4% | $6,407+43.8% |
| Admin fee / account holder | $15,904 | $15,028+5.8% | $12,439+27.8% | $12,270+29.6% |