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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 | $516,266 | $85,024+507.2% | $70,544+631.8% | $139,466+270.2% |
| Participation rate | 42.9% | 73.9%-31.1pp | 68.4%-25.5pp | 80.3%-37.5pp |
| Annual return | 21.83% | 30.39%-8.6pp | 32.79%-11.0pp | 373.66%-351.8pp |
| Employer contribution / active EE | $6,802 | $3,912+73.9% | $2,976+128.6% | $4,754+43.1% |
| Participant deferral / active EE | $9,975 | $5,891+69.3% | $4,568+118.4% | $6,712+48.6% |
| Admin fee / account holder | $2,224 | $8,928-75.1% | $6,427-65.4% | $11,409-80.5% |