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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 | $570,040 | $217,432+162.2% | $185,851+206.7% | $167,553+240.2% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 17.66% | 148.43%-130.8pp | 122.11%-104.4pp | 478.89%-461.2pp |
| Employer contribution / active EE | $3,200 | $5,874-45.5% | $5,168-38.1% | $4,840-33.9% |
| Participant deferral / active EE | $6,800 | $6,357+7.0% | $5,569+22.1% | $6,343+7.2% |
| Admin fee / account holder | $6,110 | $19,820-69.2% | $16,245-62.4% | $12,316-50.4% |