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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 | $157,829+228.9% | $136,867+279.3% | $198,609+161.4% |
| Participation rate | 25.0% | 77.2%-52.2pp | 74.5%-49.5pp | 82.4%-57.4pp |
| Annual return | 17.92% | 51.25%-33.3pp | 42.97%-25.1pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,050 | $3,923-73.2% | $3,547-70.4% | $5,055-79.2% |
| Participant deferral / active EE | $7,750 | $5,463+41.9% | $4,924+57.4% | $6,977+11.1% |
| Admin fee / account holder | $4,533 | $11,107-59.2% | $10,340-56.2% | $19,030-76.2% |