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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 | $1,081,309 | $111,785+867.3% | $93,669+1054.4% | $145,877+641.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 600.94% | 203.79%+397.2pp | 133.59%+467.4pp | 551.28%+49.7pp |
| Employer contribution / active EE | $994 | $3,096-67.9% | $2,424-59.0% | $4,663-78.7% |
| Participant deferral / active EE | $4,591 | $4,919-6.7% | $4,416+4.0% | $6,691-31.4% |
| Admin fee / account holder | $3,216 | $10,256-68.6% | $8,291-61.2% | $13,402-76.0% |