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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 | $673,003 | $144,130+366.9% | $117,861+471.0% | $147,586+356.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 17.80% | 531.20%-513.4pp | 335.11%-317.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $6,179 | $4,897+26.2% | $3,786+63.2% | $4,876+26.7% |
| Participant deferral / active EE | $14,400 | $5,316+170.9% | $4,482+221.3% | $5,439+164.8% |
| Admin fee / account holder | $10,298 | $10,887-5.4% | $8,021+28.4% | $10,886-5.4% |