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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 | $561,278 | $72,071+678.8% | $68,368+721.0% | $137,256+308.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.94% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,686 | $2,788-39.5% | $2,649-36.4% | $4,156-59.4% |
| Participant deferral / active EE | $11,583 | $4,410+162.7% | $4,123+181.0% | $6,407+80.8% |
| Admin fee / account holder | $4,910 | $5,336-8.0% | $5,150-4.7% | $12,270-60.0% |