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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 | $851,146 | $176,120+383.3% | $159,487+433.7% | $167,553+408.0% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 20.74% | 331.95%-311.2pp | 263.71%-243.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $3,883 | $5,299-26.7% | $4,831-19.6% | $4,840-19.8% |
| Participant deferral / active EE | $9,942 | $7,752+28.3% | $7,354+35.2% | $6,343+56.7% |
| Admin fee / account holder | $3,755 | $12,561-70.1% | $10,804-65.2% | $12,316-69.5% |