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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 | $561,553 | $166,131+238.0% | $164,975+240.4% | $145,877+285.0% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 16.27% | 100.37%-84.1pp | 70.12%-53.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,290 | $5,276-56.6% | $4,343-47.3% | $4,663-50.9% |
| Participant deferral / active EE | $13,924 | $6,962+100.0% | $6,033+130.8% | $6,691+108.1% |
| Admin fee / account holder | $3,743 | $16,648-77.5% | $12,688-70.5% | $13,402-72.1% |