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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 | $642,970 | $177,353+262.5% | $158,226+306.4% | $198,609+223.7% |
| Participation rate | 42.9% | 77.0%-34.2pp | 74.8%-32.0pp | 82.4%-39.5pp |
| Annual return | 7.30% | 599.50%-592.2pp | 501.41%-494.1pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,746 | $3,239-46.1% | $2,986-41.5% | $5,055-65.5% |
| Participant deferral / active EE | $5,834 | $4,615+26.4% | $4,317+35.1% | $6,977-16.4% |
| Admin fee / account holder | $20,792 | $10,960+89.7% | $10,217+103.5% | $19,030+9.3% |