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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 | $820,337 | $122,239+571.1% | $184,200+345.4% | $74,546+1000.4% |
| Participation rate | 4.2% | 85.5%-81.3pp | 86.8%-82.6pp | 67.2%-63.0pp |
| Annual return | 15.52% | 19.95%-4.4pp | 28.80%-13.3pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,660 | $4,537-19.3% | $6,424-43.0% | $2,624+39.5% |
| Participant deferral / active EE | $6,050 | $7,139-15.3% | $9,132-33.8% | $4,347+39.2% |
| Admin fee / account holder | $130,985 | $1,260+10298.5% | $13,907+841.9% | $1,944+6639.4% |