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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 | $456,466 | $228,352+99.9% | $185,835+145.6% | $158,966+187.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 18.94% | 40.81%-21.9pp | 35.96%-17.0pp | 302.95%-284.0pp |
| Employer contribution / active EE | $18,054 | $4,967+263.5% | $4,087+341.7% | $4,762+279.1% |
| Participant deferral / active EE | $12,723 | $6,416+98.3% | $5,633+125.8% | $5,983+112.6% |
| Admin fee / account holder | $2,221 | $11,867-81.3% | $9,502-76.6% | $11,250-80.3% |