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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 | $731,108 | $183,592+298.2% | $155,574+369.9% | $145,877+401.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.17% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,476 | $5,317-34.6% | $4,676-25.7% | $4,663-25.4% |
| Participant deferral / active EE | $5,149 | $6,466-20.4% | $5,629-8.5% | $6,691-23.0% |
| Admin fee / account holder | $3,150 | $19,316-83.7% | $15,914-80.2% | $13,402-76.5% |