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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 | $129,737+187.1% | $119,126+212.6% | $154,746+140.7% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 15.20% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,863 | $4,375-34.6% | $4,034-29.0% | $4,379-34.6% |
| Participant deferral / active EE | $9,958 | $5,842+70.5% | $5,318+87.3% | $6,730+48.0% |
| Admin fee / account holder | $10,545 | $11,961-11.8% | $10,693-1.4% | $14,365-26.6% |