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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 | $700,000 | $160,070+337.3% | $147,117+375.8% | $145,897+379.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 27.13% | 98.69%-71.6pp | 420.54%-393.4pp | 552.29%-525.2pp |
| Employer contribution / active EE | $1,440 | $5,285-72.8% | $4,932-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $5,400 | $8,419-35.9% | $8,065-33.0% | $6,689-19.3% |
| Admin fee / account holder | $1,416 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |