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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 | $277,433 | $178,174+55.7% | $156,181+77.6% | $137,256+102.1% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.8%-32.2pp | 80.0%-33.3pp |
| Annual return | 13.03% | 84.19%-71.2pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,377 | $4,972-52.2% | $4,294-44.6% | $4,156-42.8% |
| Participant deferral / active EE | $6,410 | $6,888-6.9% | $6,132+4.5% | $6,407+0.1% |
| Admin fee / account holder | $7,371 | $17,404-57.7% | $14,586-49.5% | $12,270-39.9% |