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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 | $382,639 | $114,119+235.3% | $107,187+257.0% | $138,895+175.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 79.9%-42.4pp |
| Annual return | 21.14% | 273.21%-252.1pp | 204.55%-183.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,124 | $4,059-72.3% | $3,782-70.3% | $4,194-73.2% |
| Participant deferral / active EE | $5,425 | $5,538-2.0% | $5,096+6.5% | $6,396-15.2% |
| Admin fee / account holder | $5,187 | $10,024-48.3% | $9,162-43.4% | $12,562-58.7% |