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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 | $718,040 | $67,823+958.7% | $52,425+1269.7% | $137,256+423.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 15.63% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,327 | $1,163+358.1% | $914+482.7% | $4,156+28.2% |
| Participant deferral / active EE | $21,593 | $2,288+843.8% | $1,790+1106.0% | $6,407+237.0% |
| Admin fee / account holder | $2,482 | $2,844-12.7% | $2,495-0.5% | $12,270-79.8% |