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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 | $555,131 | $160,028+246.9% | $147,080+277.4% | $145,884+280.5% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 25.35% | 98.60%-73.2pp | 420.17%-394.8pp | 551.85%-526.5pp |
| Employer contribution / active EE | $5,673 | $5,286+7.3% | $4,933+15.0% | $4,662+21.7% |
| Participant deferral / active EE | $4,132 | $8,422-50.9% | $8,066-48.8% | $6,690-38.2% |
| Admin fee / account holder | $4,803 | $15,030-68.0% | $12,989-63.0% | $13,392-64.1% |