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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 | $336,530 | $85,060+295.6% | $70,565+376.9% | $139,487+141.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 18.60% | 30.39%-11.8pp | 32.79%-14.2pp | 373.84%-355.2pp |
| Employer contribution / active EE | $16,462 | $3,912+320.8% | $2,976+453.2% | $4,755+246.2% |
| Participant deferral / active EE | $28,163 | $5,891+378.0% | $4,568+516.5% | $6,713+319.5% |
| Admin fee / account holder | $45,071 | $8,932+404.6% | $6,430+601.0% | $11,407+295.1% |