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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 | $565,359 | $108,911+419.1% | $100,392+463.2% | $145,884+287.5% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 24.19% | 58.23%-34.0pp | 49.45%-25.3pp | 551.85%-527.7pp |
| Employer contribution / active EE | $7,750 | $4,420+75.3% | $3,941+96.6% | $4,662+66.2% |
| Participant deferral / active EE | $11,600 | $8,459+37.1% | $8,090+43.4% | $6,690+73.4% |
| Admin fee / account holder | $3,471 | $9,698-64.2% | $7,904-56.1% | $13,392-74.1% |