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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 | $569,560 | $102,595+455.2% | $94,057+505.5% | $154,746+268.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 22.55% | 583.42%-560.9pp | 480.62%-458.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,000 | $3,147-68.2% | $2,933-65.9% | $4,379-77.2% |
| Participant deferral / active EE | $5,000 | $5,118-2.3% | $4,709+6.2% | $6,730-25.7% |
| Admin fee / account holder | $25,060 | $7,736+223.9% | $7,244+245.9% | $14,365+74.4% |