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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 | $310,442 | $172,111+80.4% | $150,298+106.6% | $137,256+126.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 18.33% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,627 | $4,636-43.3% | $4,154-36.8% | $4,156-36.8% |
| Participant deferral / active EE | $11,397 | $6,166+84.9% | $5,453+109.0% | $6,407+77.9% |
| Admin fee / account holder | $4,453 | $16,471-73.0% | $14,116-68.5% | $12,270-63.7% |