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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 | $111,814+326.9% | $93,654+409.7% | $145,959+227.0% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 14.41% | 203.30%-188.9pp | 133.34%-118.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,702 | $3,092-45.0% | $2,421-29.7% | $4,661-63.5% |
| Participant deferral / active EE | $5,137 | $4,914+4.5% | $4,413+16.4% | $6,689-23.2% |
| Admin fee / account holder | $32,333 | $10,246+215.6% | $8,282+290.4% | $13,398+141.3% |