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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 | $325,559 | $114,119+185.3% | $107,187+203.7% | $138,895+134.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 19.01% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,335 | $4,059-42.5% | $3,782-38.3% | $4,194-44.3% |
| Participant deferral / active EE | $13,927 | $5,538+151.5% | $5,096+173.3% | $6,396+117.7% |
| Admin fee / account holder | $2,653 | $10,024-73.5% | $9,162-71.0% | $12,562-78.9% |