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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 | $572,626 | $165,361+246.3% | $149,715+282.5% | $158,950+260.3% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 11.11% | 348.24%-337.1pp | 276.66%-265.6pp | 302.91%-291.8pp |
| Employer contribution / active EE | $1,250 | $5,103-75.5% | $4,645-73.1% | $4,762-73.8% |
| Participant deferral / active EE | $5,250 | $7,182-26.9% | $6,842-23.3% | $5,983-12.2% |
| Admin fee / account holder | $698 | $10,808-93.5% | $9,310-92.5% | $11,248-93.8% |