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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 | $706,519 | $183,539+284.9% | $155,556+354.2% | $145,897+384.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.76% | 61.31%-50.5pp | 64.84%-54.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $10,470 | $5,315+97.0% | $4,675+123.9% | $4,663+124.6% |
| Participant deferral / active EE | $31,674 | $6,467+389.8% | $5,631+462.5% | $6,689+373.5% |
| Admin fee / account holder | $8,801 | $19,275-54.3% | $15,885-44.6% | $13,390-34.3% |