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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 | $183,592+284.8% | $155,574+354.1% | $145,877+384.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.76% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $10,470 | $5,317+96.9% | $4,676+123.9% | $4,663+124.5% |
| Participant deferral / active EE | $31,674 | $6,466+389.9% | $5,629+462.7% | $6,691+373.4% |
| Admin fee / account holder | $8,801 | $19,316-54.4% | $15,914-44.7% | $13,402-34.3% |