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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 | $257,475 | $181,062+42.2% | $158,223+62.7% | $155,188+65.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 11.22% | 57.39%-46.2pp | 52.09%-40.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,586 | $4,565-65.3% | $4,109-61.4% | $4,248-62.7% |
| Participant deferral / active EE | $4,906 | $6,134-20.0% | $5,467-10.3% | $6,531-24.9% |
| Admin fee / account holder | $6,115 | $18,825-67.5% | $16,047-61.9% | $14,480-57.8% |