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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 | $349,546 | $162,136+115.6% | $152,301+129.5% | $154,746+125.9% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 13.28% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,300 | $4,890-53.0% | $4,624-50.3% | $4,379-47.5% |
| Participant deferral / active EE | $5,167 | $8,341-38.1% | $8,004-35.4% | $6,730-23.2% |
| Admin fee / account holder | $4,923 | $15,759-68.8% | $14,398-65.8% | $14,365-65.7% |