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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 | $519,546 | $76,522+578.9% | $56,033+827.2% | $145,884+256.1% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 15.40% | 3014.28%-2998.9pp | 1711.38%-1696.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,145 | $1,382-17.1% | $1,041+10.0% | $4,662-75.4% |
| Participant deferral / active EE | $3,267 | $2,624+24.5% | $1,954+67.2% | $6,690-51.2% |
| Admin fee / account holder | $3,492 | $3,328+4.9% | $2,827+23.5% | $13,392-73.9% |