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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 | $619,598 | $111,535+455.5% | $105,223+488.8% | $137,256+351.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.53% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,842 | $3,939+48.3% | $3,689+58.4% | $4,156+40.6% |
| Participant deferral / active EE | $25,091 | $5,500+356.2% | $5,072+394.7% | $6,407+291.6% |
| Admin fee / account holder | $25,020 | $9,721+157.4% | $8,859+182.4% | $12,270+103.9% |