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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 | $796,894 | $160,070+397.8% | $147,117+441.7% | $145,897+446.2% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 17.21% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,490 | $5,285-52.9% | $4,932-49.5% | $4,663-46.6% |
| Participant deferral / active EE | $2,988 | $8,419-64.5% | $8,065-63.0% | $6,689-55.3% |
| Admin fee / account holder | $3,666 | $15,035-75.6% | $12,993-71.8% | $13,390-72.6% |