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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 | $307,867 | $147,556+108.6% | $129,031+138.6% | $198,609+55.0% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 11.87% | 37.41%-25.5pp | 34.67%-22.8pp | 202.70%-190.8pp |
| Employer contribution / active EE | $15,015 | $3,645+312.0% | $3,226+365.4% | $5,055+197.0% |
| Participant deferral / active EE | $15,630 | $5,760+171.4% | $5,217+199.6% | $6,977+124.0% |
| Admin fee / account holder | $3,671 | $15,467-76.3% | $13,208-72.2% | $19,030-80.7% |