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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 | $354,595 | $162,136+118.7% | $152,301+132.8% | $154,746+129.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.64% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,095 | $4,890-57.2% | $4,624-54.7% | $4,379-52.2% |
| Participant deferral / active EE | $5,203 | $8,341-37.6% | $8,004-35.0% | $6,730-22.7% |
| Admin fee / account holder | $5,809 | $15,759-63.1% | $14,398-59.7% | $14,365-59.6% |