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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 | $539,922 | $211,239+155.6% | $178,528+202.4% | $145,877+270.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 19.86% | 30.22%-10.4pp | 27.11%-7.3pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,960 | $4,570-57.1% | $3,950-50.4% | $4,663-58.0% |
| Participant deferral / active EE | $8,042 | $6,963+15.5% | $6,278+28.1% | $6,691+20.2% |
| Admin fee / account holder | $2,566 | $12,095-78.8% | $10,419-75.4% | $13,402-80.9% |