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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 | $449,064 | $157,829+184.5% | $136,867+228.1% | $198,609+126.1% |
| Participation rate | 55.6% | 77.2%-21.6pp | 74.5%-19.0pp | 82.4%-26.8pp |
| Annual return | 16.71% | 51.25%-34.5pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,628 | $3,923-58.5% | $3,547-54.1% | $5,055-67.8% |
| Participant deferral / active EE | $7,786 | $5,463+42.5% | $4,924+58.1% | $6,977+11.6% |
| Admin fee / account holder | $2,506 | $11,107-77.4% | $10,340-75.8% | $19,030-86.8% |