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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 | $395,519 | $227,399+73.9% | $189,758+108.4% | $198,609+99.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 16.78% | 61.03%-44.2pp | 52.62%-35.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $6,482 | $5,526+17.3% | $4,767+36.0% | $5,055+28.2% |
| Participant deferral / active EE | $5,720 | $6,837-16.3% | $5,856-2.3% | $6,977-18.0% |
| Admin fee / account holder | $1,622 | $25,162-93.6% | $20,388-92.0% | $19,030-91.5% |