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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 | $504,942 | $70,366+617.6% | $66,674+657.3% | $138,895+263.5% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | 15.16% | 386.41%-371.2pp | 321.24%-306.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $883 | $2,765-68.1% | $2,620-66.3% | $4,194-78.9% |
| Participant deferral / active EE | $5,221 | $4,374+19.4% | $4,084+27.8% | $6,396-18.4% |
| Admin fee / account holder | $4,774 | $5,262-9.3% | $5,098-6.4% | $12,562-62.0% |