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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 | $325,845 | $99,652+227.0% | $78,778+313.6% | $147,586+120.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 17.54% | 47.28%-29.7pp | 35.62%-18.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,693 | $2,796-39.5% | $1,986-14.8% | $4,876-65.3% |
| Participant deferral / active EE | $6,468 | $3,664+76.5% | $2,958+118.6% | $5,439+18.9% |
| Admin fee / account holder | $1,291 | $7,155-82.0% | $5,134-74.9% | $10,886-88.1% |