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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 | $327,137 | $172,111+90.1% | $150,298+117.7% | $137,256+138.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.13% | 69.37%-53.2pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $11,187 | $4,636+141.3% | $4,154+169.3% | $4,156+169.2% |
| Participant deferral / active EE | $5,982 | $6,166-3.0% | $5,453+9.7% | $6,407-6.6% |
| Admin fee / account holder | $3,790 | $16,471-77.0% | $14,116-73.2% | $12,270-69.1% |