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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 | $491,671 | $100,139+391.0% | $85,187+477.2% | $145,884+237.0% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 12.13% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,315 | $3,238+2.4% | $2,732+21.3% | $4,662-28.9% |
| Participant deferral / active EE | $14,443 | $5,296+172.7% | $4,525+219.2% | $6,690+115.9% |
| Admin fee / account holder | $5,919 | $7,262-18.5% | $6,162-3.9% | $13,392-55.8% |