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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 | $597,493 | $209,422+185.3% | $178,503+234.7% | $158,982+275.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 29.80% | 188.81%-159.0pp | 151.12%-121.3pp | 302.99%-273.2pp |
| Employer contribution / active EE | $9,605 | $5,707+68.3% | $5,011+91.7% | $4,763+101.7% |
| Participant deferral / active EE | $9,600 | $5,955+61.2% | $5,202+84.5% | $5,983+60.4% |
| Admin fee / account holder | $1,955 | $17,079-88.6% | $13,987-86.0% | $11,252-82.6% |