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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 | $818,823 | $175,257+367.2% | $149,717+446.9% | $139,456+487.2% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 12.27% | 166.70%-154.4pp | 134.41%-122.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $2,000 | $5,477-63.5% | $4,820-58.5% | $4,753-57.9% |
| Participant deferral / active EE | $13,471 | $6,521+106.6% | $5,682+137.1% | $6,711+100.7% |
| Admin fee / account holder | $4,549 | $16,156-71.8% | $13,213-65.6% | $11,407-60.1% |