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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 | $490,298 | $165,361+196.5% | $149,715+227.5% | $158,950+208.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 18.09% | 348.24%-330.1pp | 276.66%-258.6pp | 302.91%-284.8pp |
| Employer contribution / active EE | $8,400 | $5,103+64.6% | $4,645+80.9% | $4,762+76.4% |
| Participant deferral / active EE | $6,198 | $7,182-13.7% | $6,842-9.4% | $5,983+3.6% |
| Admin fee / account holder | $12,142 | $10,808+12.3% | $9,310+30.4% | $11,248+7.9% |