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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 | $477,928 | $148,629+221.6% | $135,982+251.5% | $139,487+242.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 21.80% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,829 | $5,247-65.1% | $4,859-62.4% | $4,755-61.5% |
| Participant deferral / active EE | $7,005 | $8,102-13.5% | $7,760-9.7% | $6,713+4.4% |
| Admin fee / account holder | $13,284 | $12,406+7.1% | $10,767+23.4% | $11,407+16.4% |