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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 | $2,277,745 | $160,028+1323.3% | $147,080+1448.6% | $145,884+1461.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.27% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $23,000 | $5,286+335.1% | $4,933+366.2% | $4,662+393.3% |
| Participant deferral / active EE | $25,879 | $8,422+207.3% | $8,066+220.8% | $6,690+286.9% |
| Admin fee / account holder | $10,310 | $15,030-31.4% | $12,989-20.6% | $13,392-23.0% |