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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 | $283,191 | $111,535+153.9% | $105,223+169.1% | $137,256+106.3% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.0%-48.7pp | 80.0%-53.6pp |
| Annual return | 13.83% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,299 | $3,939-67.0% | $3,689-64.8% | $4,156-68.7% |
| Participant deferral / active EE | $4,948 | $5,500-10.0% | $5,072-2.4% | $6,407-22.8% |
| Admin fee / account holder | $2,697 | $9,721-72.3% | $8,859-69.6% | $12,270-78.0% |