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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 | $438,819 | $127,779+243.4% | $106,551+311.8% | $167,518+162.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 9.60% | 33.87%-24.3pp | 26.80%-17.2pp | 478.71%-469.1pp |
| Employer contribution / active EE | $1,197 | $3,427-65.1% | $2,819-57.5% | $4,838-75.3% |
| Participant deferral / active EE | $4,292 | $5,088-15.6% | $4,398-2.4% | $6,342-32.3% |
| Admin fee / account holder | $14,313 | $11,228+27.5% | $7,408+93.2% | $12,312+16.3% |