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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 | $303,341 | $102,429+196.1% | $147,096+106.2% | $80,925+274.8% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 19.62% | 135.02%-115.4pp | 419.75%-400.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $3,247 | $3,716-12.6% | $4,936-34.2% | $2,756+17.8% |
| Participant deferral / active EE | $7,740 | $6,649+16.4% | $8,071-4.1% | $4,299+80.1% |
| Admin fee / account holder | $5,028 | $7,957-36.8% | $13,005-61.3% | $6,940-27.6% |