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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 | $476,526 | $210,698+126.2% | $178,014+167.7% | $145,959+226.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.18% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $9,103 | $4,567+99.3% | $3,950+130.4% | $4,661+95.3% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,689+204.0% |
| Admin fee / account holder | $5,435 | $12,016-54.8% | $10,362-47.6% | $13,398-59.4% |