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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 | $250,010 | $103,387+141.8% | $87,102+187.0% | $152,885+63.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.9%-51.9pp | 82.5%-57.5pp |
| Annual return | 19.94% | 28.10%-8.2pp | 28.19%-8.2pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,021 | $3,221-68.3% | $2,521-59.5% | $4,763-78.6% |
| Participant deferral / active EE | $4,089 | $4,778-14.4% | $4,048+1.0% | $5,851-30.1% |
| Admin fee / account holder | $11,203 | $12,193-8.1% | $7,491+49.6% | $11,598-3.4% |