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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 | $613,036 | $202,342+203.0% | $172,752+254.9% | $152,897+300.9% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 23.02% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,925 | $5,858-67.1% | $5,144-62.6% | $4,764-59.6% |
| Participant deferral / active EE | $4,811 | $5,948-19.1% | $5,198-7.4% | $5,851-17.8% |
| Admin fee / account holder | $17,172 | $17,111+0.4% | $13,955+23.1% | $11,599+48.0% |