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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 | $806,971 | $183,539+339.7% | $155,556+418.8% | $145,897+453.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 25.80% | 61.31%-35.5pp | 64.84%-39.0pp | 552.29%-526.5pp |
| Employer contribution / active EE | $17,310 | $5,315+225.7% | $4,675+270.2% | $4,663+271.2% |
| Participant deferral / active EE | $10,748 | $6,467+66.2% | $5,631+90.9% | $6,689+60.7% |
| Admin fee / account holder | $1,659 | $19,275-91.4% | $15,885-89.6% | $13,390-87.6% |