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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 | $378,573 | $124,336+204.5% | $111,303+240.1% | $167,518+126.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 22.14% | 37.45%-15.3pp | 54.66%-32.5pp | 478.71%-456.6pp |
| Employer contribution / active EE | $2,620 | $3,436-23.8% | $2,731-4.1% | $4,838-45.9% |
| Participant deferral / active EE | $9,837 | $5,181+89.9% | $4,487+119.2% | $6,342+55.1% |
| Admin fee / account holder | $4,443 | $10,623-58.2% | $7,966-44.2% | $12,312-63.9% |