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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 | $512,289 | $72,071+610.8% | $68,368+649.3% | $137,256+273.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.16% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,295 | $2,788-17.7% | $2,649-13.4% | $4,156-44.8% |
| Participant deferral / active EE | $19,728 | $4,410+347.4% | $4,123+378.5% | $6,407+207.9% |
| Admin fee / account holder | $6,454 | $5,336+21.0% | $5,150+25.3% | $12,270-47.4% |