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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 | $457,691 | $201,372+127.3% | $184,260+148.4% | $145,884+213.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.65% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,433 | $7,024-65.4% | $6,427-62.2% | $4,662-47.8% |
| Participant deferral / active EE | $7,014 | $9,808-28.5% | $9,133-23.2% | $6,690+4.8% |
| Admin fee / account holder | $34,004 | $16,362+107.8% | $13,898+144.7% | $13,392+153.9% |