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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 | $605,412 | $197,819+206.0% | $155,789+288.6% | $125,389+382.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 0.82% | 86.73%-85.9pp | 71.54%-70.7pp | 282.24%-281.4pp |
| Employer contribution / active EE | $671 | $4,850-86.2% | $3,839-82.5% | $4,866-86.2% |
| Participant deferral / active EE | $1,656 | $5,631-70.6% | $4,798-65.5% | $5,352-69.1% |
| Admin fee / account holder | $19,625 | $9,544+105.6% | $7,477+162.5% | $9,541+105.7% |