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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 | $976,050 | $99,345+882.5% | $84,753+1051.6% | $273,972+256.3% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.36% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $11,039 | $4,214+162.0% | $3,574+208.8% | $4,869+126.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,919 | $6,645+4.1% | $5,333+29.7% | $10,133-31.7% |