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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 | $481,169 | $111,814+330.3% | $103,378+365.4% | $145,978+229.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.71% | 24.80%-6.1pp | 24.91%-6.2pp | 550.52%-531.8pp |
| Employer contribution / active EE | $21,750 | $4,215+416.0% | $3,870+462.0% | $4,662+366.6% |
| Participant deferral / active EE | $30,250 | $5,618+438.5% | $5,058+498.1% | $6,690+352.2% |
| Admin fee / account holder | $5,497 | $9,764-43.7% | $8,401-34.6% | $13,400-59.0% |