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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 | $327,798 | $225,673+45.3% | $203,872+60.8% | $155,188+111.2% |
| Participation rate | 35.0% | 80.3%-45.3pp | 77.8%-42.8pp | 80.8%-45.8pp |
| Annual return | 17.93% | 95.91%-78.0pp | 85.11%-67.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,313 | $4,099-43.6% | $3,757-38.5% | $4,248-45.6% |
| Participant deferral / active EE | $4,770 | $6,893-30.8% | $6,388-25.3% | $6,531-27.0% |
| Admin fee / account holder | $3,188 | $12,327-74.1% | $11,730-72.8% | $14,480-78.0% |