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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 | $614,428 | $185,141+231.9% | $153,416+300.5% | $155,188+295.9% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 9.13% | 18.72%-9.6pp | 17.84%-8.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $23,782 | $4,489+429.7% | $3,764+531.8% | $4,248+459.9% |
| Participant deferral / active EE | $15,500 | $5,477+183.0% | $4,723+228.2% | $6,531+137.3% |
| Admin fee / account holder | $2,735 | $16,005-82.9% | $13,095-79.1% | $14,480-81.1% |