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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 | $913,744 | $180,466+406.3% | $154,114+492.9% | $135,382+574.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -4.80% | 888.15%-892.9pp | 735.16%-740.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $4,842 | $6,035-19.8% | $5,298-8.6% | $4,779+1.3% |
| Participant deferral / active EE | $9,750 | $5,806+67.9% | $5,081+91.9% | $5,609+73.8% |
| Admin fee / account holder | $5,767 | $16,144-64.3% | $13,411-57.0% | $10,829-46.7% |