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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 | $150,346+430.5% | $120,524+561.8% | $145,877+446.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 14.41% | 154.40%-140.0pp | 107.36%-93.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,938 | $4,353-55.5% | $3,469-44.1% | $4,663-58.4% |
| Participant deferral / active EE | $5,083 | $6,172-17.6% | $4,994+1.8% | $6,691-24.0% |
| Admin fee / account holder | $2,010 | $12,215-83.5% | $9,440-78.7% | $13,402-85.0% |