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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 | $511,629 | $180,749+183.1% | $160,784+218.2% | $137,256+272.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 19.22% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,688 | $4,155-59.4% | $3,733-54.8% | $4,156-59.4% |
| Participant deferral / active EE | $6,126 | $6,844-10.5% | $6,293-2.7% | $6,407-4.4% |
| Admin fee / account holder | $10,644 | $10,397+2.4% | $9,717+9.5% | $12,270-13.3% |