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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 | $652,686 | $67,823+862.3% | $52,425+1145.0% | $137,256+375.5% |
| Participation rate | 18.2% | 63.9%-45.7pp | 55.6%-37.4pp | 80.0%-61.8pp |
| Annual return | 17.25% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $504 | $1,163-56.7% | $914-44.9% | $4,156-87.9% |
| Participant deferral / active EE | $5,636 | $2,288+146.4% | $1,790+214.8% | $6,407-12.0% |
| Admin fee / account holder | $19,010 | $2,844+568.4% | $2,495+662.0% | $12,270+54.9% |