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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 | $455,933 | $180,749+152.2% | $160,784+183.6% | $137,256+232.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 15.41% | 2234.46%-2219.1pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,548 | $4,155-38.7% | $3,733-31.7% | $4,156-38.7% |
| Participant deferral / active EE | $9,361 | $6,844+36.8% | $6,293+48.8% | $6,407+46.1% |
| Admin fee / account holder | $3,814 | $10,397-63.3% | $9,717-60.8% | $12,270-68.9% |