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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 | $469,928 | $126,113+272.6% | $116,096+304.8% | $155,188+202.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 14.36% | 391.72%-377.4pp | 326.25%-311.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,020 | $2,672-61.8% | $2,503-59.3% | $4,248-76.0% |
| Participant deferral / active EE | $6,025 | $4,162+44.8% | $3,952+52.5% | $6,531-7.7% |
| Admin fee / account holder | $4,576 | $8,045-43.1% | $7,704-40.6% | $14,480-68.4% |