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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 | $752,855 | $183,539+310.2% | $155,556+384.0% | $145,897+416.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.32% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,800 | $5,315-47.3% | $4,675-40.1% | $4,663-39.9% |
| Participant deferral / active EE | $6,044 | $6,467-6.5% | $5,631+7.3% | $6,689-9.6% |
| Admin fee / account holder | $530 | $19,275-97.2% | $15,885-96.7% | $13,390-96.0% |