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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 | $316,992 | $156,616+102.4% | $133,346+137.7% | $198,609+59.6% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 16.91% | 44.25%-27.3pp | 36.85%-19.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,811 | $3,368-16.5% | $2,853-1.5% | $5,055-44.4% |
| Participant deferral / active EE | $6,127 | $4,920+24.5% | $4,332+41.4% | $6,977-12.2% |
| Admin fee / account holder | $9,652 | $17,468-44.7% | $14,264-32.3% | $19,030-49.3% |