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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 | $690,054 | $209,425+229.5% | $178,499+286.6% | $158,966+334.1% |
| Participation rate | 9.1% | 86.4%-77.3pp | 81.9%-72.8pp | 82.0%-72.9pp |
| Annual return | 8.38% | 188.80%-180.4pp | 151.10%-142.7pp | 302.95%-294.6pp |
| Employer contribution / active EE | $3,074 | $5,707-46.1% | $5,011-38.7% | $4,762-35.4% |
| Participant deferral / active EE | $2,364 | $5,955-60.3% | $5,202-54.6% | $5,983-60.5% |
| Admin fee / account holder | $6,230 | $17,078-63.5% | $13,986-55.5% | $11,250-44.6% |