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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 | $166,089+456.9% | $164,928+460.8% | $145,978+533.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 20.11% | 100.26%-80.1pp | 70.08%-50.0pp | 550.52%-530.4pp |
| Employer contribution / active EE | $12,140 | $5,276+130.1% | $4,343+179.5% | $4,662+160.4% |
| Participant deferral / active EE | $20,333 | $6,961+192.1% | $6,034+237.0% | $6,690+204.0% |
| Admin fee / account holder | $25,178 | $16,641+51.3% | $12,684+98.5% | $13,400+87.9% |