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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 | $178,174+180.0% | $156,181+219.4% | $137,256+263.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 13.27% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,021 | $4,972+41.2% | $4,294+63.5% | $4,156+68.9% |
| Participant deferral / active EE | $16,381 | $6,888+137.8% | $6,132+167.1% | $6,407+155.7% |
| Admin fee / account holder | $17,459 | $17,404+0.3% | $14,586+19.7% | $12,270+42.3% |