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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 | $554,149 | $180,459+207.1% | $154,108+259.6% | $135,380+309.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 1.33% | 888.21%-886.9pp | 735.21%-733.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $9,000 | $6,035+49.1% | $5,298+69.9% | $4,779+88.3% |
| Participant deferral / active EE | $6,000 | $5,806+3.3% | $5,081+18.1% | $5,609+7.0% |
| Admin fee / account holder | $492 | $16,145-97.0% | $13,411-96.3% | $10,828-95.5% |