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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 | $431,916 | $104,953+311.5% | $84,637+410.3% | $152,909+182.5% |
| Participation rate | 58.3% | 74.8%-16.5pp | 68.2%-9.9pp | 82.5%-24.1pp |
| Annual return | 20.57% | 373.94%-353.4pp | 258.82%-238.3pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,572 | $3,304-22.2% | $2,653-3.1% | $4,764-46.0% |
| Participant deferral / active EE | $6,824 | $4,691+45.5% | $3,900+75.0% | $5,851+16.6% |
| Admin fee / account holder | $10,112 | $6,244+61.9% | $4,914+105.8% | $11,601-12.8% |