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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 | $298,992 | $105,284+184.0% | $150,734+98.4% | $94,015+218.0% |
| Participation rate | 50.0% | 71.7%-21.7pp | 78.4%-28.4pp | 70.8%-20.8pp |
| Annual return | 12.16% | 15.67%-3.5pp | 600.81%-588.6pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,083 | $3,599-42.1% | $4,918-57.6% | $2,790-25.3% |
| Participant deferral / active EE | $4,326 | $4,274+1.2% | $5,610-22.9% | $4,249+1.8% |
| Admin fee / account holder | $3,240 | $9,839-67.1% | $14,905-78.3% | $8,951-63.8% |