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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 | $554,282 | $114,119+385.7% | $107,187+417.1% | $138,895+299.1% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 14.68% | 273.21%-258.5pp | 204.55%-189.9pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,200 | $4,059-70.4% | $3,782-68.3% | $4,194-71.4% |
| Participant deferral / active EE | $10,333 | $5,538+86.6% | $5,096+102.8% | $6,396+61.6% |
| Admin fee / account holder | $7,088 | $10,024-29.3% | $9,162-22.6% | $12,562-43.6% |