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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 | $590,035 | $125,190+371.3% | $105,624+458.6% | $145,897+304.4% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 32.69% | 225.22%-192.5pp | 116.20%-83.5pp | 552.29%-519.6pp |
| Employer contribution / active EE | $2,183 | $3,720-41.3% | $3,168-31.1% | $4,663-53.2% |
| Participant deferral / active EE | $7,964 | $5,716+39.3% | $5,013+58.9% | $6,689+19.1% |
| Admin fee / account holder | $42,359 | $17,138+147.2% | $10,961+286.4% | $13,390+216.3% |