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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 | $832,539 | $180,749+360.6% | $160,784+417.8% | $137,256+506.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 16.11% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,522 | $4,155-15.2% | $3,733-5.6% | $4,156-15.3% |
| Participant deferral / active EE | $16,875 | $6,844+146.6% | $6,293+168.2% | $6,407+163.4% |
| Admin fee / account holder | $3,528 | $10,397-66.1% | $9,717-63.7% | $12,270-71.2% |