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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 | $411,360 | $116,203+254.0% | $93,621+339.4% | $152,909+169.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 18.20% | 35.96%-17.8pp | 32.76%-14.6pp | 345.46%-327.3pp |
| Employer contribution / active EE | $3,333 | $3,219+3.5% | $2,719+22.6% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,309 | $10,751+51.7% | $7,890+106.7% | $11,601+40.6% |