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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 | $499,975 | $183,516+172.4% | $155,534+221.5% | $145,884+242.7% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 25.52% | 61.43%-35.9pp | 64.92%-39.4pp | 551.85%-526.3pp |
| Employer contribution / active EE | $1,215 | $5,315-77.1% | $4,675-74.0% | $4,662-73.9% |
| Participant deferral / active EE | $4,466 | $6,467-30.9% | $5,630-20.7% | $6,690-33.2% |
| Admin fee / account holder | $1,250 | $19,293-93.5% | $15,900-92.1% | $13,392-90.7% |