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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 | $575,122 | $110,212+421.8% | $96,534+495.8% | $139,466+312.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 14.49% | 26.42%-11.9pp | 25.88%-11.4pp | 373.66%-359.2pp |
| Employer contribution / active EE | $4,048 | $3,620+11.8% | $2,965+36.5% | $4,754-14.9% |
| Participant deferral / active EE | $8,833 | $5,547+59.2% | $4,851+82.1% | $6,712+31.6% |
| Admin fee / account holder | $91,118 | $11,599+685.6% | $8,253+1004.0% | $11,409+698.7% |