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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 | $417,455 | $166,089+151.3% | $164,928+153.1% | $145,978+186.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.87% | 100.26%-83.4pp | 70.08%-53.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,286 | $5,276-37.7% | $4,343-24.3% | $4,662-29.5% |
| Participant deferral / active EE | $5,406 | $6,961-22.3% | $6,034-10.4% | $6,690-19.2% |
| Admin fee / account holder | $2,598 | $16,641-84.4% | $12,684-79.5% | $13,400-80.6% |