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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 | $513,437 | $110,039+366.6% | $97,260+427.9% | $145,884+251.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.09% | 244.44%-234.3pp | 75.54%-65.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $554 | $3,074-82.0% | $2,721-79.7% | $4,662-88.1% |
| Participant deferral / active EE | $895 | $4,674-80.8% | $4,262-79.0% | $6,690-86.6% |
| Admin fee / account holder | $28,468 | $6,204+358.9% | $5,640+404.8% | $13,392+112.6% |