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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 | $338,849 | $102,595+230.3% | $94,057+260.3% | $154,746+119.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 12.41% | 583.42%-571.0pp | 480.62%-468.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,008 | $3,147-36.2% | $2,933-31.6% | $4,379-54.2% |
| Participant deferral / active EE | $4,908 | $5,118-4.1% | $4,709+4.2% | $6,730-27.1% |
| Admin fee / account holder | $2,990 | $7,736-61.3% | $7,244-58.7% | $14,365-79.2% |