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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 | $421,499 | $209,425+101.3% | $178,499+136.1% | $158,966+165.2% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 18.55% | 188.80%-170.2pp | 151.10%-132.6pp | 302.95%-284.4pp |
| Employer contribution / active EE | $11,406 | $5,707+99.8% | $5,011+127.6% | $4,762+139.5% |
| Participant deferral / active EE | $6,516 | $5,955+9.4% | $5,202+25.3% | $5,983+8.9% |
| Admin fee / account holder | $5,870 | $17,078-65.6% | $13,986-58.0% | $11,250-47.8% |