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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 | $467,496 | $171,492+172.6% | $150,734+210.1% | $198,609+135.4% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 19.91% | 804.70%-784.8pp | 600.81%-580.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $3,695 | $5,470-32.4% | $4,918-24.9% | $5,055-26.9% |
| Participant deferral / active EE | $17,335 | $6,259+177.0% | $5,610+209.0% | $6,977+148.5% |
| Admin fee / account holder | $3,451 | $17,628-80.4% | $14,905-76.8% | $19,030-81.9% |