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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 | $183,516+298.4% | $155,534+370.1% | $145,884+401.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.17% | 61.43%-45.3pp | 64.92%-48.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,476 | $5,315-34.6% | $4,675-25.6% | $4,662-25.4% |
| Participant deferral / active EE | $5,149 | $6,467-20.4% | $5,630-8.5% | $6,690-23.0% |
| Admin fee / account holder | $3,150 | $19,293-83.7% | $15,900-80.2% | $13,392-76.5% |