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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 | $462,202 | $111,787+313.5% | $93,681+393.4% | $145,978+216.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.38% | 203.52%-195.1pp | 133.47%-125.1pp | 550.52%-542.1pp |
| Employer contribution / active EE | $12,742 | $3,093+311.9% | $2,422+426.1% | $4,662+173.3% |
| Participant deferral / active EE | $11,475 | $4,918+133.3% | $4,415+159.9% | $6,690+71.5% |
| Admin fee / account holder | $5,936 | $10,256-42.1% | $8,290-28.4% | $13,400-55.7% |