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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 | $460,039 | $217,432+111.6% | $185,849+147.5% | $167,536+174.6% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 21.30% | 148.42%-127.1pp | 122.10%-100.8pp | 478.82%-457.5pp |
| Employer contribution / active EE | $1,378 | $5,875-76.5% | $5,169-73.3% | $4,839-71.5% |
| Participant deferral / active EE | $6,778 | $6,357+6.6% | $5,569+21.7% | $6,342+6.9% |
| Admin fee / account holder | $650 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |