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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 | $613,440 | $109,863+458.4% | $98,477+522.9% | $167,518+266.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 9.27% | 1958.09%-1948.8pp | 1493.59%-1484.3pp | 478.71%-469.4pp |
| Employer contribution / active EE | $2,850 | $3,225-11.6% | $2,961-3.7% | $4,838-41.1% |
| Participant deferral / active EE | $3,750 | $4,673-19.8% | $4,276-12.3% | $6,342-40.9% |
| Admin fee / account holder | $3,780 | $6,755-44.0% | $5,951-36.5% | $12,312-69.3% |