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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 | $361,190 | $157,296+129.6% | $141,191+155.8% | $152,897+136.2% |
| Participation rate | 27.3% | 84.8%-57.6pp | 82.5%-55.2pp | 82.5%-55.2pp |
| Annual return | 16.79% | 64.34%-47.6pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,663 | $5,262-68.4% | $4,736-64.9% | $4,764-65.1% |
| Participant deferral / active EE | $4,911 | $7,111-30.9% | $6,710-26.8% | $5,851-16.1% |
| Admin fee / account holder | $1,973 | $12,125-83.7% | $10,264-80.8% | $11,599-83.0% |