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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 | $659,197 | $154,754+326.0% | $124,206+430.7% | $138,895+374.6% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.6%-25.1pp | 79.9%-35.5pp |
| Annual return | 16.05% | 709.28%-693.2pp | 515.27%-499.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,185 | $4,446-50.9% | $3,540-38.3% | $4,194-47.9% |
| Participant deferral / active EE | $8,438 | $4,621+82.6% | $3,968+112.7% | $6,396+31.9% |
| Admin fee / account holder | $27,623 | $6,690+312.9% | $5,929+365.9% | $12,562+119.9% |