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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 | $428,830 | $175,231+144.7% | $149,696+186.5% | $139,466+207.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.87% | 166.77%-139.9pp | 134.46%-107.6pp | 373.66%-346.8pp |
| Employer contribution / active EE | $4,515 | $5,478-17.6% | $4,821-6.3% | $4,754-5.0% |
| Participant deferral / active EE | $23,530 | $6,521+260.8% | $5,682+314.1% | $6,712+250.6% |
| Admin fee / account holder | $17,056 | $16,155+5.6% | $13,212+29.1% | $11,409+49.5% |