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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 | $361,094 | $172,111+109.8% | $150,298+140.3% | $137,256+163.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.95% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,868 | $4,636-59.7% | $4,154-55.0% | $4,156-55.1% |
| Participant deferral / active EE | $18,444 | $6,166+199.1% | $5,453+238.3% | $6,407+187.9% |
| Admin fee / account holder | $3,000 | $16,471-81.8% | $14,116-78.7% | $12,270-75.6% |