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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 | $165,399+246.2% | $149,745+282.4% | $158,982+260.2% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 11.11% | 348.34%-337.2pp | 276.72%-265.6pp | 302.99%-291.9pp |
| Employer contribution / active EE | $1,250 | $5,105-75.5% | $4,646-73.1% | $4,763-73.8% |
| Participant deferral / active EE | $5,250 | $7,183-26.9% | $6,843-23.3% | $5,983-12.3% |
| Admin fee / account holder | $698 | $10,811-93.5% | $9,312-92.5% | $11,252-93.8% |