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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 | $361,515 | $175,231+106.3% | $149,696+141.5% | $139,466+159.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 12.15% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $10,000 | $5,478+82.5% | $4,821+107.4% | $4,754+110.4% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,712+78.8% |
| Admin fee / account holder | $542 | $16,155-96.6% | $13,212-95.9% | $11,409-95.2% |