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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 | $659,681 | $185,856+254.9% | $170,028+288.0% | $139,456+373.0% |
| Participation rate | 20.0% | 87.8%-67.8pp | 87.0%-67.0pp | 80.3%-60.3pp |
| Annual return | 14.65% | 60.52%-45.9pp | 53.39%-38.7pp | 373.45%-358.8pp |
| Employer contribution / active EE | $2,166 | $7,593-71.5% | $6,788-68.1% | $4,753-54.4% |
| Participant deferral / active EE | $6,000 | $11,623-48.4% | $10,409-42.4% | $6,711-10.6% |
| Admin fee / account holder | $7,720 | $15,387-49.8% | $12,820-39.8% | $11,407-32.3% |