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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 | $620,808 | $183,627+238.1% | $155,602+299.0% | $145,978+325.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 22.89% | 61.32%-38.4pp | 64.81%-41.9pp | 550.52%-527.6pp |
| Employer contribution / active EE | $2,562 | $5,316-51.8% | $4,675-45.2% | $4,662-45.0% |
| Participant deferral / active EE | $11,250 | $6,466+74.0% | $5,629+99.9% | $6,690+68.2% |
| Admin fee / account holder | $382 | $19,327-98.0% | $15,923-97.6% | $13,400-97.1% |