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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 | $448,406 | $101,063+343.7% | $81,473+450.4% | $147,586+203.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 10.96% | 32.41%-21.4pp | 38.78%-27.8pp | 578.59%-567.6pp |
| Employer contribution / active EE | $3,058 | $3,206-4.6% | $2,568+19.1% | $4,876-37.3% |
| Participant deferral / active EE | $25,500 | $4,242+501.1% | $3,537+621.0% | $5,439+368.9% |
| Admin fee / account holder | $20,343 | $5,812+250.0% | $4,561+346.0% | $10,886+86.9% |