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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 | $493,834 | $183,539+169.1% | $155,556+217.5% | $145,897+238.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.42% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,558 | $5,315-70.7% | $4,675-66.7% | $4,663-66.6% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $872 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |