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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 | $644,044 | $129,737+396.4% | $119,126+440.6% | $154,746+316.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.04% | 379.08%-359.0pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,029 | $4,375-53.6% | $4,034-49.7% | $4,379-53.7% |
| Participant deferral / active EE | $7,449 | $5,842+27.5% | $5,318+40.1% | $6,730+10.7% |
| Admin fee / account holder | $76,934 | $11,961+543.2% | $10,693+619.5% | $14,365+435.6% |