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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 | $414,575 | $88,710+367.3% | $81,783+406.9% | $145,959+184.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 12.48% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $888 | $3,083-71.2% | $2,913-69.5% | $4,661-81.0% |
| Participant deferral / active EE | $4,783 | $4,645+3.0% | $4,320+10.7% | $6,689-28.5% |
| Admin fee / account holder | $23,323 | $8,407+177.4% | $7,380+216.0% | $13,398+74.1% |