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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 | $979,765 | $166,131+489.8% | $164,975+493.9% | $145,877+571.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.11% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,995 | $5,276-43.2% | $4,343-31.0% | $4,663-35.8% |
| Participant deferral / active EE | $13,385 | $6,962+92.3% | $6,033+121.8% | $6,691+100.1% |
| Admin fee / account holder | $27,861 | $16,648+67.4% | $12,688+119.6% | $13,402+107.9% |