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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 | $672,765 | $72,071+833.5% | $68,368+884.0% | $137,256+390.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 16.70% | 353.14%-336.4pp | 292.57%-275.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,717 | $2,788+69.2% | $2,649+78.1% | $4,156+13.5% |
| Participant deferral / active EE | $6,681 | $4,410+51.5% | $4,123+62.1% | $6,407+4.3% |
| Admin fee / account holder | $59,563 | $5,336+1016.3% | $5,150+1056.6% | $12,270+385.4% |