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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 | $69,118+844.3% | $53,647+1116.6% | $138,895+369.9% |
| Participation rate | 18.2% | 64.0%-45.8pp | 56.3%-38.1pp | 79.9%-61.7pp |
| Annual return | 17.25% | 248.26%-231.0pp | 358.33%-341.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $504 | $1,189-57.6% | $962-47.6% | $4,194-88.0% |
| Participant deferral / active EE | $5,636 | $2,274+147.9% | $1,813+210.9% | $6,396-11.9% |
| Admin fee / account holder | $19,010 | $2,724+597.9% | $2,460+672.8% | $12,562+51.3% |