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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 | $516,817 | $70,366+634.5% | $66,674+675.1% | $138,895+272.1% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.7%-20.3pp | 79.9%-26.6pp |
| Annual return | 16.23% | 386.41%-370.2pp | 321.24%-305.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,547 | $2,765-7.9% | $2,620-2.8% | $4,194-39.3% |
| Participant deferral / active EE | $4,925 | $4,374+12.6% | $4,084+20.6% | $6,396-23.0% |
| Admin fee / account holder | $356 | $5,262-93.2% | $5,098-93.0% | $12,562-97.2% |