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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 | $661,862 | $117,859+461.6% | $102,438+546.1% | $145,959+353.5% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.5pp |
| Annual return | 30.12% | 31.72%-1.6pp | 29.37%+0.8pp | 561.95%-531.8pp |
| Employer contribution / active EE | $1,315 | $3,615-63.6% | $3,024-56.5% | $4,661-71.8% |
| Participant deferral / active EE | $5,652 | $5,732-1.4% | $5,054+11.8% | $6,689-15.5% |
| Admin fee / account holder | $9,528 | $13,318-28.5% | $9,448+0.9% | $13,398-28.9% |