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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 | $104,650+523.7% | $83,854+678.4% | $155,188+320.6% |
| Participation rate | 18.2% | 65.1%-46.9pp | 59.1%-40.9pp | 80.8%-62.6pp |
| Annual return | 17.25% | 28.97%-11.7pp | 31.39%-14.1pp | 148.84%-131.6pp |
| Employer contribution / active EE | $504 | $1,196-57.9% | $1,017-50.5% | $4,248-88.1% |
| Participant deferral / active EE | $5,636 | $2,367+138.1% | $2,035+177.0% | $6,531-13.7% |
| Admin fee / account holder | $19,010 | $3,518+440.3% | $3,197+494.7% | $14,480+31.3% |