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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 | $533,626 | $72,071+640.4% | $68,368+680.5% | $137,256+288.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 18.55% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,096 | $2,788+46.9% | $2,649+54.6% | $4,156-1.4% |
| Participant deferral / active EE | $18,242 | $4,410+313.6% | $4,123+342.5% | $6,407+184.7% |
| Admin fee / account holder | $10,418 | $5,336+95.3% | $5,150+102.3% | $12,270-15.1% |