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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 | $166,242+456.3% | $165,071+460.3% | $145,884+534.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 20.11% | 100.44%-80.3pp | 70.17%-50.1pp | 551.85%-531.7pp |
| Employer contribution / active EE | $12,140 | $5,283+129.8% | $4,347+179.2% | $4,662+160.4% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,690+204.0% |
| Admin fee / account holder | $25,178 | $16,658+51.1% | $12,695+98.3% | $13,392+88.0% |