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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 | $684,808 | $176,120+288.8% | $159,487+329.4% | $167,553+308.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 20.48% | 331.95%-311.5pp | 263.71%-243.2pp | 478.89%-458.4pp |
| Employer contribution / active EE | $7,827 | $5,299+47.7% | $4,831+62.0% | $4,840+61.7% |
| Participant deferral / active EE | $8,197 | $7,752+5.7% | $7,354+11.5% | $6,343+29.2% |
| Admin fee / account holder | $26,708 | $12,561+112.6% | $10,804+147.2% | $12,316+116.9% |