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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 | $642,970 | $126,113+409.8% | $116,096+453.8% | $155,188+314.3% |
| Participation rate | 42.9% | 75.1%-32.3pp | 73.3%-30.5pp | 80.8%-37.9pp |
| Annual return | 7.30% | 391.72%-384.4pp | 326.25%-318.9pp | 148.84%-141.5pp |
| Employer contribution / active EE | $1,746 | $2,672-34.7% | $2,503-30.3% | $4,248-58.9% |
| Participant deferral / active EE | $5,834 | $4,162+40.2% | $3,952+47.6% | $6,531-10.7% |
| Admin fee / account holder | $20,792 | $8,045+158.4% | $7,704+169.9% | $14,480+43.6% |