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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 | $747,651 | $185,883+302.2% | $170,043+339.7% | $139,466+436.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 28.54% | 60.54%-32.0pp | 53.40%-24.9pp | 373.66%-345.1pp |
| Employer contribution / active EE | $3,213 | $7,596-57.7% | $6,790-52.7% | $4,754-32.4% |
| Participant deferral / active EE | $8,400 | $11,626-27.7% | $10,410-19.3% | $6,712+25.2% |
| Admin fee / account holder | $21,886 | $15,393+42.2% | $12,824+70.7% | $11,409+91.8% |