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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 | $867,954 | $160,070+442.2% | $147,117+490.0% | $145,897+494.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.90% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $11,389 | $5,285+115.5% | $4,932+130.9% | $4,663+144.3% |
| Participant deferral / active EE | $11,541 | $8,419+37.1% | $8,065+43.1% | $6,689+72.5% |
| Admin fee / account holder | $10,505 | $15,035-30.1% | $12,993-19.2% | $13,390-21.6% |