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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 | $631,900 | $125,193+404.7% | $105,591+498.4% | $145,978+332.9% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 29.92% | 225.53%-195.6pp | 116.43%-86.5pp | 550.52%-520.6pp |
| Employer contribution / active EE | $3,422 | $3,718-8.0% | $3,166+8.1% | $4,662-26.6% |
| Participant deferral / active EE | $8,847 | $5,708+55.0% | $5,008+76.6% | $6,690+32.3% |
| Admin fee / account holder | $10,695 | $17,277-38.1% | $11,024-3.0% | $13,400-20.2% |