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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 | $557,653 | $110,039+406.8% | $97,260+473.4% | $145,884+282.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 10.79% | 244.44%-233.6pp | 75.54%-64.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,527 | $3,074-17.8% | $2,721-7.1% | $4,662-45.8% |
| Participant deferral / active EE | $10,167 | $4,674+117.5% | $4,262+138.6% | $6,690+52.0% |
| Admin fee / account holder | $3,903 | $6,204-37.1% | $5,640-30.8% | $13,392-70.9% |