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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 | $594,440 | $202,342+193.8% | $172,752+244.1% | $152,897+288.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.84% | 1029.83%-1012.0pp | 802.97%-785.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $10,020 | $5,858+71.0% | $5,144+94.8% | $4,764+110.3% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $9,889 | $17,111-42.2% | $13,955-29.1% | $11,599-14.7% |