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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 | $441,761 | $183,592+140.6% | $155,574+184.0% | $145,877+202.8% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 17.30% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,683 | $5,317-68.4% | $4,676-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $2,619 | $6,466-59.5% | $5,629-53.5% | $6,691-60.9% |
| Admin fee / account holder | $13,693 | $19,316-29.1% | $15,914-14.0% | $13,402+2.2% |