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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 | $924,880 | $166,268+456.3% | $165,100+460.2% | $145,897+533.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 20.11% | 100.52%-80.4pp | 70.21%-50.1pp | 552.29%-532.2pp |
| Employer contribution / active EE | $12,140 | $5,284+129.8% | $4,348+179.2% | $4,663+160.4% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,689+204.0% |
| Admin fee / account holder | $25,178 | $16,659+51.1% | $12,696+98.3% | $13,390+88.0% |