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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 | $646,462 | $142,354+354.1% | $125,529+415.0% | $155,188+316.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.7%-17.6pp | 80.8%-23.7pp |
| Annual return | 11.38% | 306.06%-294.7pp | 202.56%-191.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $4,624 | $3,501+32.1% | $3,058+51.2% | $4,248+8.9% |
| Participant deferral / active EE | $15,667 | $5,491+185.3% | $4,813+225.5% | $6,531+139.9% |
| Admin fee / account holder | $12,122 | $19,392-37.5% | $16,298-25.6% | $14,480-16.3% |