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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 | $351,717 | $162,136+116.9% | $152,301+130.9% | $154,746+127.3% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 18.74% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,600 | $4,890-67.3% | $4,624-65.4% | $4,379-63.5% |
| Participant deferral / active EE | $4,701 | $8,341-43.6% | $8,004-41.3% | $6,730-30.2% |
| Admin fee / account holder | $30,866 | $15,759+95.9% | $14,398+114.4% | $14,365+114.9% |