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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 | $455,571 | $125,193+263.9% | $105,591+331.4% | $145,978+212.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.21% | 225.53%-214.3pp | 116.43%-105.2pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,972 | $3,718-47.0% | $3,166-37.7% | $4,662-57.7% |
| Participant deferral / active EE | $5,521 | $5,708-3.3% | $5,008+10.2% | $6,690-17.5% |
| Admin fee / account holder | $2,039 | $17,277-88.2% | $11,024-81.5% | $13,400-84.8% |