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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 | $563,634 | $162,967+245.9% | $135,792+315.1% | $138,895+305.8% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 14.44% | 30.08%-15.6pp | 25.96%-11.5pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,500 | $4,211-64.4% | $3,496-57.1% | $4,194-64.2% |
| Participant deferral / active EE | $1,500 | $5,640-73.4% | $4,759-68.5% | $6,396-76.5% |
| Admin fee / account holder | $125,550 | $15,306+720.3% | $12,266+923.6% | $12,562+899.4% |