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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 | $711,647 | $29,736+2293.2% | $56,033+1170.0% | $80,935+779.3% |
| Participation rate | 12.5% | 41.7%-29.2pp | 52.5%-40.0pp | 67.7%-55.2pp |
| Annual return | 16.21% | 35.28%-19.1pp | 1711.38%-1695.2pp | 35.66%-19.5pp |
| Employer contribution / active EE | $531 | $671-21.0% | $1,041-49.0% | $2,757-80.8% |
| Participant deferral / active EE | $1,518 | $1,228+23.6% | $1,954-22.3% | $4,299-64.7% |
| Admin fee / account holder | $1,291 | $2,434-47.0% | $2,827-54.3% | $6,924-81.4% |