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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 | $495,576 | $96,361+414.3% | $80,607+514.8% | $139,456+255.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 12.66% | 1350.95%-1338.3pp | 936.11%-923.5pp | 373.45%-360.8pp |
| Employer contribution / active EE | $2,500 | $3,262-23.4% | $2,724-8.2% | $4,753-47.4% |
| Participant deferral / active EE | $11,250 | $5,232+115.0% | $4,448+152.9% | $6,711+67.6% |
| Admin fee / account holder | $8,998 | $6,601+36.3% | $5,379+67.3% | $11,407-21.1% |