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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 | $499,619 | $77,416+545.4% | $69,464+619.2% | $152,897+226.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | 19.14% | 39.08%-19.9pp | 28.98%-9.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $6,812 | $3,315+105.5% | $2,779+145.1% | $4,764+43.0% |
| Participant deferral / active EE | $10,024 | $4,413+127.1% | $3,536+183.5% | $5,851+71.3% |
| Admin fee / account holder | $22,917 | $6,208+269.2% | $3,840+496.8% | $11,599+97.6% |