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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 | $735,223 | $175,259+319.5% | $149,723+391.1% | $139,487+427.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.01% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $13,810 | $5,478+152.1% | $4,821+186.4% | $4,755+190.4% |
| Participant deferral / active EE | $12,500 | $6,522+91.7% | $5,682+120.0% | $6,713+86.2% |
| Admin fee / account holder | $10,201 | $16,158-36.9% | $13,215-22.8% | $11,407-10.6% |