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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 | $797,639 | $150,435+430.2% | $120,580+561.5% | $145,897+446.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 14.41% | 154.60%-140.2pp | 107.48%-93.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,938 | $4,352-55.5% | $3,469-44.1% | $4,663-58.4% |
| Participant deferral / active EE | $5,083 | $6,174-17.7% | $4,995+1.8% | $6,689-24.0% |
| Admin fee / account holder | $2,010 | $12,182-83.5% | $9,418-78.7% | $13,390-85.0% |