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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 | $579,872 | $159,978+262.5% | $147,041+294.4% | $145,978+297.2% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.40% | 98.36%-85.0pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,281 | $5,288-75.8% | $4,935-74.0% | $4,662-72.5% |
| Participant deferral / active EE | $5,970 | $8,429-29.2% | $8,071-26.0% | $6,690-10.8% |
| Admin fee / account holder | $1,645 | $15,053-89.1% | $13,006-87.4% | $13,400-87.7% |