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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 | $372,436 | $171,492+117.2% | $150,734+147.1% | $198,609+87.5% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | 15.20% | 804.70%-789.5pp | 600.81%-585.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,863 | $5,470-47.7% | $4,918-41.8% | $5,055-43.4% |
| Participant deferral / active EE | $9,958 | $6,259+59.1% | $5,610+77.5% | $6,977+42.7% |
| Admin fee / account holder | $10,545 | $17,628-40.2% | $14,905-29.3% | $19,030-44.6% |