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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 | $396,448 | $111,535+255.4% | $105,223+276.8% | $137,256+188.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 18.36% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,570 | $3,939-9.4% | $3,689-3.2% | $4,156-14.1% |
| Participant deferral / active EE | $6,498 | $5,500+18.2% | $5,072+28.1% | $6,407+1.4% |
| Admin fee / account holder | $69,501 | $9,721+614.9% | $8,859+684.5% | $12,270+466.4% |