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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 | $759,904 | $159,934+375.1% | $147,005+416.9% | $145,959+420.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.75% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $10,000 | $5,287+89.1% | $4,934+102.7% | $4,661+114.6% |
| Participant deferral / active EE | $7,667 | $8,427-9.0% | $8,070-5.0% | $6,689+14.6% |
| Admin fee / account holder | $2,700 | $15,053-82.1% | $13,006-79.2% | $13,398-79.9% |