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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 | $389,348 | $178,174+118.5% | $156,181+149.3% | $137,256+183.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 11.92% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,468 | $4,972-70.5% | $4,294-65.8% | $4,156-64.7% |
| Participant deferral / active EE | $12,770 | $6,888+85.4% | $6,132+108.2% | $6,407+99.3% |
| Admin fee / account holder | $5,215 | $17,404-70.0% | $14,586-64.2% | $12,270-57.5% |