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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 | $70,366+637.7% | $66,674+678.6% | $138,895+273.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 17.92% | 386.41%-368.5pp | 321.24%-303.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,050 | $2,765-62.0% | $2,620-59.9% | $4,194-75.0% |
| Participant deferral / active EE | $7,750 | $4,374+77.2% | $4,084+89.8% | $6,396+21.2% |
| Admin fee / account holder | $4,533 | $5,262-13.9% | $5,098-11.1% | $12,562-63.9% |