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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 | $1,057,350 | $159,978+560.9% | $147,041+619.1% | $145,978+624.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.62% | 98.36%-79.7pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $6,250 | $5,288+18.2% | $4,935+26.6% | $4,662+34.1% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,690+14.0% |
| Admin fee / account holder | $7,189 | $15,053-52.2% | $13,006-44.7% | $13,400-46.4% |