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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 | $864,105 | $106,918+708.2% | $84,021+928.4% | $152,897+465.2% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 27.49% | 105.01%-77.5pp | 71.32%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,333 | $2,735-51.3% | $1,984-32.8% | $4,764-72.0% |
| Participant deferral / active EE | $2,774 | $4,012-30.9% | $3,239-14.3% | $5,851-52.6% |
| Admin fee / account holder | $22,872 | $8,288+176.0% | $6,102+274.8% | $11,599+97.2% |