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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 | $687,671 | $227,399+202.4% | $189,758+262.4% | $198,609+246.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 16.02% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,862 | $5,526-66.3% | $4,767-60.9% | $5,055-63.2% |
| Participant deferral / active EE | $10,333 | $6,837+51.1% | $5,856+76.5% | $6,977+48.1% |
| Admin fee / account holder | $304 | $25,162-98.8% | $20,388-98.5% | $19,030-98.4% |