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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 | $2,706,340 | $183,592+1374.1% | $155,574+1639.6% | $145,877+1755.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.58% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $8,154 | $5,317+53.4% | $4,676+74.4% | $4,663+74.9% |
| Participant deferral / active EE | $24,444 | $6,466+278.0% | $5,629+334.2% | $6,691+265.4% |
| Admin fee / account holder | $8,991 | $19,316-53.5% | $15,914-43.5% | $13,402-32.9% |