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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 | $117,829+461.7% | $102,423+546.2% | $145,877+353.7% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.6pp |
| Annual return | 30.12% | 31.83%-1.7pp | 29.42%+0.7pp | 551.28%-521.2pp |
| Employer contribution / active EE | $1,315 | $3,615-63.6% | $3,023-56.5% | $4,663-71.8% |
| Participant deferral / active EE | $5,652 | $5,732-1.4% | $5,054+11.8% | $6,691-15.5% |
| Admin fee / account holder | $9,528 | $13,335-28.5% | $9,455+0.8% | $13,402-28.9% |