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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 | $553,256 | $110,337+401.4% | $102,383+440.4% | $145,877+279.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 22.14% | 24.83%-2.7pp | 24.94%-2.8pp | 551.28%-529.1pp |
| Employer contribution / active EE | $1,500 | $4,216-64.4% | $3,870-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $14,950 | $5,621+166.0% | $5,060+195.5% | $6,691+123.4% |
| Admin fee / account holder | $6,519 | $9,750-33.1% | $8,391-22.3% | $13,402-51.4% |