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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 | $321,217 | $208,088+54.4% | $186,193+72.5% | $154,746+107.6% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 12.34% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,554 | $4,340-64.2% | $3,918-60.3% | $4,379-64.5% |
| Participant deferral / active EE | $1,736 | $7,078-75.5% | $6,513-73.4% | $6,730-74.2% |
| Admin fee / account holder | $22,750 | $11,698+94.5% | $11,058+105.7% | $14,365+58.4% |