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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 | $2,544,221 | $176,105+1344.7% | $159,474+1495.4% | $167,536+1418.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.77% | 331.91%-315.1pp | 263.68%-246.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $1,000 | $5,299-81.1% | $4,831-79.3% | $4,839-79.3% |
| Participant deferral / active EE | $4,000 | $7,751-48.4% | $7,353-45.6% | $6,342-36.9% |
| Admin fee / account holder | $201,869 | $12,559+1507.3% | $10,802+1768.7% | $12,315+1539.3% |