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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 | $308,283 | $211,239+45.9% | $178,528+72.7% | $145,877+111.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.95% | 30.22%-19.3pp | 27.11%-16.2pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,260 | $4,570-28.7% | $3,950-17.5% | $4,663-30.1% |
| Participant deferral / active EE | $13,206 | $6,963+89.7% | $6,278+110.3% | $6,691+97.4% |
| Admin fee / account holder | $2,518 | $12,095-79.2% | $10,419-75.8% | $13,402-81.2% |