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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 | $309,795 | $117,895+162.8% | $102,460+202.4% | $145,897+112.3% |
| Participation rate | 23.8% | 78.6%-54.8pp | 76.5%-52.7pp | 80.3%-56.5pp |
| Annual return | 9.95% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,244 | $3,619-65.6% | $3,025-58.9% | $4,663-73.3% |
| Participant deferral / active EE | $3,305 | $5,736-42.4% | $5,056-34.6% | $6,689-50.6% |
| Admin fee / account holder | $1,764 | $13,353-86.8% | $9,460-81.4% | $13,390-86.8% |