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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 | $478,218 | $227,399+110.3% | $189,758+152.0% | $198,609+140.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 8.53% | 61.03%-52.5pp | 52.62%-44.1pp | 202.70%-194.2pp |
| Employer contribution / active EE | $3,165 | $5,526-42.7% | $4,767-33.6% | $5,055-37.4% |
| Participant deferral / active EE | $6,451 | $6,837-5.6% | $5,856+10.2% | $6,977-7.5% |
| Admin fee / account holder | $6,777 | $25,162-73.1% | $20,388-66.8% | $19,030-64.4% |