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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 | $508,558 | $152,619+233.2% | $125,195+306.2% | $152,909+232.6% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 15.89% | 54.85%-39.0pp | 43.79%-27.9pp | 345.46%-329.6pp |
| Employer contribution / active EE | $1,328 | $4,947-73.2% | $3,866-65.7% | $4,764-72.1% |
| Participant deferral / active EE | $3,911 | $5,869-33.4% | $4,937-20.8% | $5,851-33.2% |
| Admin fee / account holder | $31,689 | $13,437+135.8% | $9,704+226.5% | $11,601+173.2% |