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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 | $375,086 | $134,817+178.2% | $123,973+202.6% | $155,188+141.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 16.60% | 515.49%-498.9pp | 388.13%-371.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,669 | $4,425-62.3% | $4,126-59.6% | $4,248-60.7% |
| Participant deferral / active EE | $6,463 | $5,706+13.3% | $5,247+23.2% | $6,531-1.0% |
| Admin fee / account holder | $2,825 | $13,245-78.7% | $11,799-76.1% | $14,480-80.5% |