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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 | $503,992 | $157,829+219.3% | $136,867+268.2% | $198,609+153.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 9.83% | 51.25%-41.4pp | 42.97%-33.1pp | 202.70%-192.9pp |
| Employer contribution / active EE | $5,643 | $3,923+43.8% | $3,547+59.1% | $5,055+11.6% |
| Participant deferral / active EE | $6,271 | $5,463+14.8% | $4,924+27.4% | $6,977-10.1% |
| Admin fee / account holder | $126,174 | $11,107+1036.0% | $10,340+1120.2% | $19,030+563.0% |