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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 | $301,867 | $162,785+85.4% | $133,959+125.3% | $158,950+89.9% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 11.05% | 41.94%-30.9pp | 45.09%-34.0pp | 302.91%-291.9pp |
| Employer contribution / active EE | $1,751 | $4,975-64.8% | $3,919-55.3% | $4,762-63.2% |
| Participant deferral / active EE | $5,628 | $5,910-4.8% | $5,047+11.5% | $5,983-5.9% |
| Admin fee / account holder | $37,917 | $11,738+223.0% | $8,928+324.7% | $11,248+237.1% |