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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 | $444,854 | $88,778+401.1% | $81,844+443.5% | $145,884+204.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.24% | 1033.03%-1015.8pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,564 | $3,087-49.3% | $2,916-46.4% | $4,662-66.5% |
| Participant deferral / active EE | $9,379 | $4,648+101.8% | $4,323+116.9% | $6,690+40.2% |
| Admin fee / account holder | $3,222 | $8,430-61.8% | $7,355-56.2% | $13,392-75.9% |