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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 | $516,884 | $159,934+223.2% | $147,005+251.6% | $145,959+254.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 26.29% | 98.24%-71.9pp | 418.76%-392.5pp | 561.95%-535.7pp |
| Employer contribution / active EE | $2,704 | $5,287-48.9% | $4,934-45.2% | $4,661-42.0% |
| Participant deferral / active EE | $6,329 | $8,427-24.9% | $8,070-21.6% | $6,689-5.4% |
| Admin fee / account holder | $3,696 | $15,053-75.4% | $13,006-71.6% | $13,398-72.4% |