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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 | $309,123 | $72,071+328.9% | $68,368+352.1% | $137,256+125.2% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.0%-33.3pp |
| Annual return | 16.04% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,782 | $2,788-0.2% | $2,649+5.0% | $4,156-33.1% |
| Participant deferral / active EE | $8,591 | $4,410+94.8% | $4,123+108.4% | $6,407+34.1% |
| Admin fee / account holder | $1,184 | $5,336-77.8% | $5,150-77.0% | $12,270-90.4% |