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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 | $579,168 | $183,539+215.6% | $155,556+272.3% | $145,897+297.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 26.70% | 61.31%-34.6pp | 64.84%-38.1pp | 552.29%-525.6pp |
| Employer contribution / active EE | $3,600 | $5,315-32.3% | $4,675-23.0% | $4,663-22.8% |
| Participant deferral / active EE | $15,185 | $6,467+134.8% | $5,631+169.7% | $6,689+127.0% |
| Admin fee / account holder | $1,958 | $19,275-89.8% | $15,885-87.7% | $13,390-85.4% |