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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 | $409,598 | $132,634+208.8% | $115,768+253.8% | $137,256+198.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 13.51% | 160.70%-147.2pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,139 | $3,360-36.3% | $2,940-27.3% | $4,156-48.5% |
| Participant deferral / active EE | $5,789 | $5,619+3.0% | $4,917+17.7% | $6,407-9.6% |
| Admin fee / account holder | $12,597 | $15,028-16.2% | $12,439+1.3% | $12,270+2.7% |