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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 | $311,921 | $172,111+81.2% | $150,298+107.5% | $137,256+127.3% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,331 | $4,636-49.7% | $4,154-43.9% | $4,156-43.9% |
| Participant deferral / active EE | $5,529 | $6,166-10.3% | $5,453+1.4% | $6,407-13.7% |
| Admin fee / account holder | $62,258 | $16,471+278.0% | $14,116+341.1% | $12,270+407.4% |