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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 | $347,196 | $129,737+167.6% | $119,126+191.5% | $154,746+124.4% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 16.25% | 379.08%-362.8pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,083 | $4,375-29.5% | $4,034-23.6% | $4,379-29.6% |
| Participant deferral / active EE | $7,345 | $5,842+25.7% | $5,318+38.1% | $6,730+9.1% |
| Admin fee / account holder | $4,722 | $11,961-60.5% | $10,693-55.8% | $14,365-67.1% |