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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 | $650,523 | $124,314+423.3% | $109,163+495.9% | $167,518+288.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 18.93% | 26.04%-7.1pp | 25.75%-6.8pp | 478.71%-459.8pp |
| Employer contribution / active EE | $7,492 | $4,209+78.0% | $3,723+101.3% | $4,838+54.8% |
| Participant deferral / active EE | $6,183 | $5,256+17.6% | $4,654+32.9% | $6,342-2.5% |
| Admin fee / account holder | $4,535 | $7,973-43.1% | $6,754-32.9% | $12,312-63.2% |