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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 | $583,344 | $108,882+435.8% | $96,754+502.9% | $154,746+277.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 9.00% | 98.39%-89.4pp | 82.04%-73.0pp | 172.34%-163.3pp |
| Employer contribution / active EE | $3,520 | $3,018+16.6% | $2,679+31.4% | $4,379-19.6% |
| Participant deferral / active EE | $4,400 | $5,323-17.3% | $4,758-7.5% | $6,730-34.6% |
| Admin fee / account holder | $131,032 | $10,200+1184.6% | $8,905+1371.5% | $14,365+812.1% |