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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 | $1,565,627 | $159,934+878.9% | $147,005+965.0% | $145,959+972.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.86% | 98.24%-78.4pp | 418.76%-398.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $32,096 | $5,287+507.0% | $4,934+550.5% | $4,661+588.6% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $2,207 | $15,053-85.3% | $13,006-83.0% | $13,398-83.5% |