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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 | $520,069 | $124,330+318.3% | $109,173+376.4% | $167,536+210.4% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 11.01% | 26.04%-15.0pp | 25.75%-14.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $2,230 | $4,209-47.0% | $3,723-40.1% | $4,839-53.9% |
| Participant deferral / active EE | $5,322 | $5,256+1.3% | $4,654+14.4% | $6,342-16.1% |
| Admin fee / account holder | $4,514 | $7,974-43.4% | $6,755-33.2% | $12,315-63.3% |