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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 | $398,970 | $132,634+200.8% | $115,768+244.6% | $137,256+190.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.4%-18.8pp | 80.0%-24.4pp |
| Annual return | 15.84% | 160.70%-144.9pp | 100.46%-84.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,439 | $3,360-27.4% | $2,940-17.0% | $4,156-41.3% |
| Participant deferral / active EE | $6,507 | $5,619+15.8% | $4,917+32.3% | $6,407+1.6% |
| Admin fee / account holder | $11,565 | $15,028-23.0% | $12,439-7.0% | $12,270-5.7% |