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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 | $459,997 | $90,691+407.2% | $76,119+504.3% | $145,884+215.3% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.1%-41.3pp | 80.3%-52.5pp |
| Annual return | 9.10% | 624.52%-615.4pp | 361.25%-352.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,269 | $3,329-61.9% | $2,693-52.9% | $4,662-72.8% |
| Participant deferral / active EE | $1,519 | $5,167-70.6% | $4,259-64.3% | $6,690-77.3% |
| Admin fee / account holder | $14,949 | $8,383+78.3% | $6,421+132.8% | $13,392+11.6% |