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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 | $424,908 | $88,710+379.0% | $81,783+419.6% | $145,959+191.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.59% | 1027.26%-1010.7pp | 775.05%-758.5pp | 561.95%-545.4pp |
| Employer contribution / active EE | $841 | $3,083-72.7% | $2,913-71.1% | $4,661-82.0% |
| Participant deferral / active EE | $5,175 | $4,645+11.4% | $4,320+19.8% | $6,689-22.6% |
| Admin fee / account holder | $2,703 | $8,407-67.8% | $7,380-63.4% | $13,398-79.8% |