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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 | $550,729 | $124,351+342.9% | $109,188+404.4% | $167,553+228.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 17.09% | 26.04%-9.0pp | 25.76%-8.7pp | 478.89%-461.8pp |
| Employer contribution / active EE | $2,809 | $4,210-33.3% | $3,723-24.6% | $4,840-42.0% |
| Participant deferral / active EE | $13,000 | $5,257+147.3% | $4,654+179.3% | $6,343+105.0% |
| Admin fee / account holder | $2,507 | $7,975-68.6% | $6,755-62.9% | $12,316-79.6% |