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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 | $582,025 | $96,419+503.6% | $80,648+621.7% | $139,487+317.3% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 17.20% | 1352.86%-1335.7pp | 937.21%-920.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,991 | $3,261+22.4% | $2,724+46.5% | $4,755-16.1% |
| Participant deferral / active EE | $10,219 | $5,225+95.6% | $4,443+130.0% | $6,713+52.2% |
| Admin fee / account holder | $20,879 | $6,605+216.1% | $5,382+287.9% | $11,407+83.0% |