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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 | $111,878+866.5% | $93,727+1053.7% | $145,897+641.1% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 600.94% | 204.28%+396.7pp | 133.83%+467.1pp | 552.29%+48.7pp |
| Employer contribution / active EE | $994 | $3,092-67.8% | $2,421-58.9% | $4,663-78.7% |
| Participant deferral / active EE | $4,591 | $4,920-6.7% | $4,417+3.9% | $6,689-31.4% |
| Admin fee / account holder | $3,216 | $10,256-68.6% | $8,292-61.2% | $13,390-76.0% |