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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 | $707,158 | $175,259+303.5% | $149,723+372.3% | $139,487+407.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 13.50% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,800 | $5,478-67.1% | $4,821-62.7% | $4,755-62.1% |
| Participant deferral / active EE | $6,125 | $6,522-6.1% | $5,682+7.8% | $6,713-8.8% |
| Admin fee / account holder | $4,219 | $16,158-73.9% | $13,215-68.1% | $11,407-63.0% |