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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 | $569,795 | $175,231+225.2% | $149,696+280.6% | $139,466+308.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.09% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $10,725 | $5,478+95.8% | $4,821+122.5% | $4,754+125.6% |
| Participant deferral / active EE | $5,000 | $6,521-23.3% | $5,682-12.0% | $6,712-25.5% |
| Admin fee / account holder | $9,816 | $16,155-39.2% | $13,212-25.7% | $11,409-14.0% |