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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 | $650,008 | $183,516+254.2% | $155,534+317.9% | $145,884+345.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.12% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,217 | $5,315-20.7% | $4,675-9.8% | $4,662-9.6% |
| Participant deferral / active EE | $11,665 | $6,467+80.4% | $5,630+107.2% | $6,690+74.4% |
| Admin fee / account holder | $70,000 | $19,293+262.8% | $15,900+340.3% | $13,392+422.7% |