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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 | $518,254 | $202,342+156.1% | $172,752+200.0% | $152,897+239.0% |
| Participation rate | 52.9% | 87.1%-34.1pp | 82.6%-29.7pp | 82.5%-29.5pp |
| Annual return | 16.49% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $4,531 | $5,858-22.6% | $5,144-11.9% | $4,764-4.9% |
| Participant deferral / active EE | $7,125 | $5,948+19.8% | $5,198+37.1% | $5,851+21.8% |
| Admin fee / account holder | $2,017 | $17,111-88.2% | $13,955-85.5% | $11,599-82.6% |