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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 | $519,107 | $102,595+406.0% | $94,057+451.9% | $154,746+235.5% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 17.92% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,050 | $3,147-66.6% | $2,933-64.2% | $4,379-76.0% |
| Participant deferral / active EE | $7,750 | $5,118+51.4% | $4,709+64.6% | $6,730+15.2% |
| Admin fee / account holder | $4,533 | $7,736-41.4% | $7,244-37.4% | $14,365-68.4% |