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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 | $504,367 | $154,193+227.1% | $130,045+287.8% | $139,466+261.6% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 17.32% | 32.51%-15.2pp | -137.30%+154.6pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,867 | $5,292-64.7% | $4,321-56.8% | $4,754-60.7% |
| Participant deferral / active EE | $6,533 | $6,709-2.6% | $5,820+12.3% | $6,712-2.7% |
| Admin fee / account holder | $2,133 | $13,989-84.8% | $10,600-79.9% | $11,409-81.3% |