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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 | $524,979 | $125,184+319.4% | $105,607+397.1% | $145,884+259.9% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 17.72% | 225.00%-207.3pp | 116.11%-98.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,057 | $3,720-44.7% | $3,167-35.0% | $4,662-55.9% |
| Participant deferral / active EE | $2,295 | $5,714-59.8% | $5,011-54.2% | $6,690-65.7% |
| Admin fee / account holder | $31,758 | $17,133+85.4% | $10,958+189.8% | $13,392+137.1% |