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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 | $318,639 | $118,877+168.0% | $96,570+230.0% | $167,536+90.2% |
| Participation rate | 63.2% | 75.5%-12.3pp | 69.8%-6.7pp | 82.1%-19.0pp |
| Annual return | 18.94% | 50.50%-31.6pp | 37.79%-18.9pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,348 | $3,121-56.8% | $2,357-42.8% | $4,839-72.1% |
| Participant deferral / active EE | $2,505 | $4,617-45.7% | $3,849-34.9% | $6,342-60.5% |
| Admin fee / account holder | $3,301 | $8,069-59.1% | $6,182-46.6% | $12,315-73.2% |