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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 | $433,167 | $178,174+143.1% | $156,181+177.3% | $137,256+215.6% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 16.36% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,580 | $4,972-68.2% | $4,294-63.2% | $4,156-62.0% |
| Participant deferral / active EE | $4,178 | $6,888-39.3% | $6,132-31.9% | $6,407-34.8% |
| Admin fee / account holder | $2,686 | $17,404-84.6% | $14,586-81.6% | $12,270-78.1% |