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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 | $717,289 | $127,273+463.6% | $109,895+552.7% | $167,518+328.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 19.77% | 22.97%-3.2pp | 29.46%-9.7pp | 478.71%-458.9pp |
| Employer contribution / active EE | $4,145 | $3,324+24.7% | $2,843+45.8% | $4,838-14.3% |
| Participant deferral / active EE | $12,150 | $4,515+169.1% | $4,049+200.1% | $6,342+91.6% |
| Admin fee / account holder | $19,463 | $7,117+173.5% | $6,067+220.8% | $12,312+58.1% |