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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 | $447,844 | $160,070+179.8% | $147,117+204.4% | $145,897+207.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.62% | 98.69%-77.1pp | 420.54%-398.9pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,455 | $5,285-53.5% | $4,932-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $11,500 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $1,400 | $15,035-90.7% | $12,993-89.2% | $13,390-89.5% |