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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 | $452,205 | $160,040+182.6% | $147,096+207.4% | $145,877+210.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.13% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,149 | $5,289-40.5% | $4,936-36.2% | $4,663-32.5% |
| Participant deferral / active EE | $11,383 | $8,429+35.0% | $8,071+41.0% | $6,691+70.1% |
| Admin fee / account holder | $4,175 | $15,050-72.3% | $13,005-67.9% | $13,402-68.9% |