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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 | $608,174 | $148,582+309.3% | $135,942+347.4% | $139,456+336.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.46% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-361.0pp |
| Employer contribution / active EE | $1,177 | $5,245-77.6% | $4,858-75.8% | $4,753-75.2% |
| Participant deferral / active EE | $8,863 | $8,101+9.4% | $7,759+14.2% | $6,711+32.1% |
| Admin fee / account holder | $5,778 | $12,402-53.4% | $10,764-46.3% | $11,407-49.4% |