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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 | $573,470 | $76,368+650.9% | $67,681+747.3% | $154,746+270.6% |
| Participation rate | 19.0% | 79.0%-59.9pp | 73.7%-54.7pp | 80.7%-61.7pp |
| Annual return | 10.98% | 1066.77%-1055.8pp | 590.58%-579.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $458 | $3,151-85.5% | $2,678-82.9% | $4,379-89.5% |
| Participant deferral / active EE | $3,070 | $4,824-36.4% | $3,976-22.8% | $6,730-54.4% |
| Admin fee / account holder | $15,037 | $8,559+75.7% | $6,100+146.5% | $14,365+4.7% |