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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 | $534,011 | $160,028+233.7% | $147,080+263.1% | $145,884+266.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.28% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $9,200 | $5,286+74.1% | $4,933+86.5% | $4,662+97.3% |
| Participant deferral / active EE | $20,333 | $8,422+141.4% | $8,066+152.1% | $6,690+204.0% |
| Admin fee / account holder | $35,129 | $15,030+133.7% | $12,989+170.5% | $13,392+162.3% |