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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 | $481,837 | $111,535+332.0% | $105,223+357.9% | $137,256+251.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.43% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,865 | $3,939-52.7% | $3,689-49.5% | $4,156-55.1% |
| Participant deferral / active EE | $5,491 | $5,500-0.2% | $5,072+8.3% | $6,407-14.3% |
| Admin fee / account holder | $15,174 | $9,721+56.1% | $8,859+71.3% | $12,270+23.7% |