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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 | $709,815 | $183,592+286.6% | $155,567+356.3% | $145,959+386.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.58% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $7,719 | $5,315+45.2% | $4,674+65.1% | $4,661+65.6% |
| Participant deferral / active EE | $9,519 | $6,464+47.3% | $5,628+69.2% | $6,689+42.3% |
| Admin fee / account holder | $6,976 | $19,318-63.9% | $15,916-56.2% | $13,398-47.9% |