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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 | $521,155 | $172,111+202.8% | $150,298+246.7% | $137,256+279.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 13.41% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,088 | $4,636-11.8% | $4,154-1.6% | $4,156-1.6% |
| Participant deferral / active EE | $10,188 | $6,166+65.2% | $5,453+86.8% | $6,407+59.0% |
| Admin fee / account holder | $19,566 | $16,471+18.8% | $14,116+38.6% | $12,270+59.5% |