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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 | $498,905 | $213,785+133.4% | $185,441+169.0% | $155,188+221.5% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 13.27% | 19.97%-6.7pp | 20.16%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $7,021 | $5,393+30.2% | $4,672+50.3% | $4,248+65.3% |
| Participant deferral / active EE | $16,381 | $6,864+138.6% | $6,152+166.3% | $6,531+150.8% |
| Admin fee / account holder | $17,459 | $21,134-17.4% | $17,890-2.4% | $14,480+20.6% |