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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 | $908,568 | $211,224+330.1% | $178,505+409.0% | $145,897+522.7% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 23.61% | 30.28%-6.7pp | 27.16%-3.5pp | 552.29%-528.7pp |
| Employer contribution / active EE | $1,906 | $4,577-58.3% | $3,955-51.8% | $4,663-59.1% |
| Participant deferral / active EE | $5,953 | $6,966-14.5% | $6,280-5.2% | $6,689-11.0% |
| Admin fee / account holder | $3,470 | $12,109-71.3% | $10,428-66.7% | $13,390-74.1% |