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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 | $542,893 | $109,344+396.5% | $89,400+507.3% | $158,950+241.5% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 11.56% | 345.73%-334.2pp | 245.64%-234.1pp | 302.91%-291.3pp |
| Employer contribution / active EE | $2,251 | $3,170-29.0% | $2,586-13.0% | $4,762-52.7% |
| Participant deferral / active EE | $10,234 | $4,599+122.5% | $3,890+163.1% | $5,983+71.1% |
| Admin fee / account holder | $1,800 | $6,154-70.8% | $4,882-63.1% | $11,248-84.0% |