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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 | $505,621 | $109,904+360.1% | $97,167+420.4% | $145,959+246.4% |
| Participation rate | 21.4% | 75.9%-54.5pp | 72.7%-51.3pp | 80.3%-58.9pp |
| Annual return | 13.50% | 243.43%-229.9pp | 75.27%-61.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,057 | $3,084-65.7% | $2,729-61.3% | $4,661-77.3% |
| Participant deferral / active EE | $2,687 | $4,676-42.5% | $4,264-37.0% | $6,689-59.8% |
| Admin fee / account holder | $6,793 | $6,216+9.3% | $5,650+20.2% | $13,398-49.3% |