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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 | $662,444 | $101,618+551.9% | $93,063+611.8% | $137,256+382.6% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 16.44% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $935 | $2,707-65.5% | $2,476-62.3% | $4,156-77.5% |
| Participant deferral / active EE | $7,475 | $4,279+74.7% | $3,958+88.8% | $6,407+16.7% |
| Admin fee / account holder | $1,716 | $6,198-72.3% | $6,033-71.6% | $12,270-86.0% |