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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 | $256,306 | $117,846+117.5% | $102,434+150.2% | $145,884+75.7% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | 12.47% | 31.90%-19.4pp | 29.46%-17.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,214 | $3,615-38.8% | $3,023-26.8% | $4,662-52.5% |
| Participant deferral / active EE | $6,382 | $5,733+11.3% | $5,055+26.3% | $6,690-4.6% |
| Admin fee / account holder | $50,397 | $13,356+277.3% | $9,462+432.6% | $13,392+276.3% |