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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 | $1,135,610 | $154,159+636.6% | $130,026+773.4% | $139,456+714.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 15.88% | 32.50%-16.6pp | -137.26%+153.1pp | 373.45%-357.6pp |
| Employer contribution / active EE | $2,568 | $5,292-51.5% | $4,321-40.6% | $4,753-46.0% |
| Participant deferral / active EE | $7,219 | $6,710+7.6% | $5,821+24.0% | $6,711+7.6% |
| Admin fee / account holder | $56,367 | $14,001+302.6% | $10,608+431.4% | $11,407+394.1% |