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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 | $821,780 | $109,872+647.9% | $98,483+734.4% | $167,536+390.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.47% | 1959.31%-1949.8pp | 1494.38%-1484.9pp | 478.82%-469.3pp |
| Employer contribution / active EE | $2,898 | $3,225-10.2% | $2,961-2.1% | $4,839-40.1% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,342+105.0% |
| Admin fee / account holder | $8,959 | $6,757+32.6% | $5,953+50.5% | $12,315-27.2% |