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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 | $427,118 | $70,366+507.0% | $66,674+540.6% | $138,895+207.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 19.58% | 386.41%-366.8pp | 321.24%-301.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,127 | $2,765-59.3% | $2,620-57.0% | $4,194-73.1% |
| Participant deferral / active EE | $5,551 | $4,374+26.9% | $4,084+35.9% | $6,396-13.2% |
| Admin fee / account holder | $2,907 | $5,262-44.8% | $5,098-43.0% | $12,562-76.9% |