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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 | $413,662 | $61,787+569.5% | $97,197+325.6% | $80,925+411.2% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.7%-24.7pp | 67.7%-19.7pp |
| Annual return | 13.87% | -558.16%+572.0pp | 75.47%-61.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,795 | $1,836-2.3% | $2,723-34.1% | $2,756-34.9% |
| Participant deferral / active EE | $3,623 | $3,027+19.7% | $4,263-15.0% | $4,299-15.7% |
| Admin fee / account holder | $22,922 | $5,170+343.4% | $5,637+306.6% | $6,940+230.3% |