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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 | $828,737 | $174,379+375.3% | $152,093+444.9% | $138,895+496.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.48% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $11,452 | $4,652+146.2% | $4,175+174.3% | $4,194+173.0% |
| Participant deferral / active EE | $11,673 | $6,159+89.5% | $5,451+114.1% | $6,396+82.5% |
| Admin fee / account holder | $31,817 | $16,880+88.5% | $14,497+119.5% | $12,562+153.3% |