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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 | $306,487 | $162,821+88.2% | $133,978+128.8% | $158,982+92.8% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 27.76% | 41.95%-14.2pp | 45.10%-17.3pp | 302.99%-275.2pp |
| Employer contribution / active EE | $3,228 | $4,976-35.1% | $3,919-17.6% | $4,763-32.2% |
| Participant deferral / active EE | $4,035 | $5,910-31.7% | $5,047-20.1% | $5,983-32.6% |
| Admin fee / account holder | $38,306 | $11,742+226.2% | $8,930+329.0% | $11,252+240.4% |