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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 | $541,414 | $183,627+194.8% | $155,602+247.9% | $145,978+270.9% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 20.21% | 61.32%-41.1pp | 64.81%-44.6pp | 550.52%-530.3pp |
| Employer contribution / active EE | $1,360 | $5,316-74.4% | $4,675-70.9% | $4,662-70.8% |
| Participant deferral / active EE | $3,267 | $6,466-49.5% | $5,629-42.0% | $6,690-51.2% |
| Admin fee / account holder | $3,427 | $19,327-82.3% | $15,923-78.5% | $13,400-74.4% |