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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 | $444,615 | $148,582+199.2% | $135,942+227.1% | $139,456+218.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.57% | 79.26%-61.7pp | 68.28%-50.7pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,867 | $5,245-64.4% | $4,858-61.6% | $4,753-60.7% |
| Participant deferral / active EE | $7,189 | $8,101-11.3% | $7,759-7.3% | $6,711+7.1% |
| Admin fee / account holder | $79,414 | $12,402+540.3% | $10,764+637.8% | $11,407+596.2% |