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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 | $2,158,063 | $176,120+1125.3% | $159,487+1253.1% | $167,553+1188.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.40% | 331.95%-319.6pp | 263.71%-251.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $19,250 | $5,299+263.3% | $4,831+298.4% | $4,840+297.8% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $255,450 | $12,561+1933.7% | $10,804+2264.5% | $12,316+1974.1% |