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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 | $558,741 | $183,592+204.3% | $155,567+259.2% | $145,959+282.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.18% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,830 | $5,315-65.6% | $4,674-60.8% | $4,661-60.7% |
| Participant deferral / active EE | $13,388 | $6,464+107.1% | $5,628+137.9% | $6,689+100.2% |
| Admin fee / account holder | $12,638 | $19,318-34.6% | $15,916-20.6% | $13,398-5.7% |