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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 | $334,759 | $174,379+92.0% | $152,093+120.1% | $138,895+141.0% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 11.94% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,808 | $4,652-61.1% | $4,175-56.7% | $4,194-56.9% |
| Participant deferral / active EE | $4,481 | $6,159-27.2% | $5,451-17.8% | $6,396-29.9% |
| Admin fee / account holder | $46,881 | $16,880+177.7% | $14,497+223.4% | $12,562+273.2% |