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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 | $460,050 | $183,627+150.5% | $155,602+195.7% | $145,978+215.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.31% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,567 | $5,316-51.7% | $4,675-45.1% | $4,662-44.9% |
| Participant deferral / active EE | $5,833 | $6,466-9.8% | $5,629+3.6% | $6,690-12.8% |
| Admin fee / account holder | $2,011 | $19,327-89.6% | $15,923-87.4% | $13,400-85.0% |