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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 | $561,951 | $180,749+210.9% | $160,784+249.5% | $137,256+309.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.92% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $13,927 | $4,155+235.2% | $3,733+273.1% | $4,156+235.1% |
| Participant deferral / active EE | $6,475 | $6,844-5.4% | $6,293+2.9% | $6,407+1.1% |
| Admin fee / account holder | $22,770 | $10,397+119.0% | $9,717+134.3% | $12,270+85.6% |