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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 | $526,954 | $57,330+819.2% | $86,656+508.1% | $75,177+600.9% |
| Participation rate | 23.1% | 63.2%-40.1pp | 71.7%-48.6pp | 67.2%-44.1pp |
| Annual return | 17.72% | 2675.40%-2657.7pp | 593.09%-575.4pp | 160.75%-143.0pp |
| Employer contribution / active EE | $834 | $2,316-64.0% | $3,025-72.4% | $2,671-68.8% |
| Participant deferral / active EE | $3,617 | $3,320+9.0% | $4,439-18.5% | $4,126-12.3% |
| Admin fee / account holder | $8,933 | $4,115+117.1% | $5,619+59.0% | $5,651+58.1% |