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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 | $503,418 | $157,304+220.0% | $141,197+256.5% | $152,909+229.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.85% | 64.34%-38.5pp | 71.41%-45.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,129 | $5,263-78.6% | $4,736-76.2% | $4,764-76.3% |
| Participant deferral / active EE | $12,530 | $7,111+76.2% | $6,710+86.7% | $5,851+114.1% |
| Admin fee / account holder | $312 | $12,126-97.4% | $10,265-97.0% | $11,601-97.3% |