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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 | $382,950 | $73,107+423.8% | $114,563+234.3% | $87,485+337.7% |
| Participation rate | 33.3% | 65.8%-32.4pp | 72.9%-39.6pp | 68.9%-35.6pp |
| Annual return | 16.73% | 19.47%-2.7pp | 241.09%-224.4pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,733 | $1,881+98.5% | $2,592+44.0% | $2,596+43.8% |
| Participant deferral / active EE | $5,518 | $3,144+75.5% | $4,142+33.2% | $4,274+29.1% |
| Admin fee / account holder | $829 | $5,770-85.6% | $7,623-89.1% | $7,775-89.3% |