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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 | $264,544 | $98,240+169.3% | $82,312+221.4% | $147,586+79.2% |
| Participation rate | 64.3% | 79.7%-15.4pp | 76.9%-12.6pp | 82.8%-18.5pp |
| Annual return | 15.55% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,938 | $3,192-39.3% | $2,428-20.2% | $4,876-60.3% |
| Participant deferral / active EE | $7,626 | $4,383+74.0% | $3,706+105.8% | $5,439+40.2% |
| Admin fee / account holder | $20,003 | $8,563+133.6% | $5,608+256.7% | $10,886+83.8% |