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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 | $1,142,078 | $198,457+475.5% | $170,435+570.1% | $147,586+673.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.47% | 257.30%-245.8pp | 205.94%-194.5pp | 578.59%-567.1pp |
| Employer contribution / active EE | $8,100 | $6,183+31.0% | $5,432+49.1% | $4,876+66.1% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $8,634 | $16,852-48.8% | $13,881-37.8% | $10,886-20.7% |