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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 | $444,057 | $172,111+158.0% | $150,298+195.5% | $137,256+223.5% |
| Participation rate | 23.5% | 81.7%-58.2pp | 77.8%-54.2pp | 80.0%-56.4pp |
| Annual return | 17.33% | 69.37%-52.0pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,487 | $4,636-67.9% | $4,154-64.2% | $4,156-64.2% |
| Participant deferral / active EE | $5,594 | $6,166-9.3% | $5,453+2.6% | $6,407-12.7% |
| Admin fee / account holder | $14,028 | $16,471-14.8% | $14,116-0.6% | $12,270+14.3% |