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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 | $417,646 | $212,386+96.6% | $199,883+108.9% | $138,895+200.7% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 11.46% | 47.75%-36.3pp | 43.81%-32.4pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,467 | $6,625-77.9% | $6,261-76.6% | $4,194-65.0% |
| Participant deferral / active EE | $6,231 | $9,617-35.2% | $9,138-31.8% | $6,396-2.6% |
| Admin fee / account holder | $44,090 | $18,233+141.8% | $17,268+155.3% | $12,562+251.0% |