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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 | $477,326 | $111,785+327.0% | $93,669+409.6% | $145,877+227.2% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 14.41% | 203.79%-189.4pp | 133.59%-119.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,702 | $3,096-45.0% | $2,424-29.8% | $4,663-63.5% |
| Participant deferral / active EE | $5,137 | $4,919+4.4% | $4,416+16.3% | $6,691-23.2% |
| Admin fee / account holder | $32,333 | $10,256+215.3% | $8,291+290.0% | $13,402+141.3% |