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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 | $408,791 | $165,399+147.2% | $149,745+173.0% | $158,982+157.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 12.15% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,410 | $5,105-33.2% | $4,646-26.6% | $4,763-28.4% |
| Participant deferral / active EE | $3,250 | $7,183-54.8% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $3,977 | $10,811-63.2% | $9,312-57.3% | $11,252-64.7% |