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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 | $517,413 | $183,627+181.8% | $155,602+232.5% | $145,978+254.4% |
| Participation rate | 18.8% | 82.7%-63.9pp | 78.2%-59.5pp | 80.3%-61.5pp |
| Annual return | 12.20% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,051 | $5,316-80.2% | $4,675-77.5% | $4,662-77.5% |
| Participant deferral / active EE | $2,227 | $6,466-65.6% | $5,629-60.4% | $6,690-66.7% |
| Admin fee / account holder | $624 | $19,327-96.8% | $15,923-96.1% | $13,400-95.3% |