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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 | $268,303 | $132,634+102.3% | $115,768+131.8% | $137,256+95.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 12.41% | 160.70%-148.3pp | 100.46%-88.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,381 | $3,360-58.9% | $2,940-53.0% | $4,156-66.8% |
| Participant deferral / active EE | $8,554 | $5,619+52.2% | $4,917+74.0% | $6,407+33.5% |
| Admin fee / account holder | $33,728 | $15,028+124.4% | $12,439+171.1% | $12,270+174.9% |