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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 | $315,490 | $129,737+143.2% | $119,126+164.8% | $154,746+103.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.43% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,500 | $4,375-65.7% | $4,034-62.8% | $4,379-65.7% |
| Participant deferral / active EE | $5,000 | $5,842-14.4% | $5,318-6.0% | $6,730-25.7% |
| Admin fee / account holder | $4,527 | $11,961-62.2% | $10,693-57.7% | $14,365-68.5% |