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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 | $455,379 | $103,008+342.1% | $90,304+404.3% | $152,897+197.8% |
| Participation rate | 11.1% | 75.9%-64.8pp | 73.3%-62.2pp | 82.5%-71.3pp |
| Annual return | 18.82% | 95.22%-76.4pp | 78.13%-59.3pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,222 | $3,139-61.1% | $2,855-57.2% | $4,764-74.3% |
| Participant deferral / active EE | $1,667 | $4,281-61.1% | $3,885-57.1% | $5,851-71.5% |
| Admin fee / account holder | $4,322 | $6,175-30.0% | $5,354-19.3% | $11,599-62.7% |