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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 | $660,636 | $148,582+344.6% | $135,942+386.0% | $139,456+373.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.81% | 79.26%-65.4pp | 68.28%-54.5pp | 373.45%-359.6pp |
| Employer contribution / active EE | $5,401 | $5,245+3.0% | $4,858+11.2% | $4,753+13.6% |
| Participant deferral / active EE | $15,476 | $8,101+91.0% | $7,759+99.5% | $6,711+130.6% |
| Admin fee / account holder | $688 | $12,402-94.5% | $10,764-93.6% | $11,407-94.0% |