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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 | $598,585 | $160,040+274.0% | $147,096+306.9% | $145,877+310.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 11.99% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,631 | $5,289-50.3% | $4,936-46.7% | $4,663-43.6% |
| Participant deferral / active EE | $6,596 | $8,429-21.7% | $8,071-18.3% | $6,691-1.4% |
| Admin fee / account holder | $4,303 | $15,050-71.4% | $13,005-66.9% | $13,402-67.9% |