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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 | $1,034,613 | $106,905+867.8% | $84,020+1131.4% | $152,885+576.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 10.84% | 105.00%-94.2pp | 71.31%-60.5pp | 345.39%-334.6pp |
| Employer contribution / active EE | $6,191 | $2,735+126.4% | $1,984+212.1% | $4,763+30.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $53,895 | $8,287+550.4% | $6,101+783.3% | $11,598+364.7% |