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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 | $664,489 | $173,340+283.3% | $136,007+388.6% | $145,959+355.3% |
| Participation rate | 20.0% | 80.5%-60.5pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 21.97% | 1163.32%-1141.3pp | 579.32%-557.4pp | 561.95%-540.0pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $591 | $9,954-94.1% | $6,858-91.4% | $13,398-95.6% |