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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 | $318,734 | $111,814+185.1% | $103,378+208.3% | $145,978+118.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 22.43% | 24.80%-2.4pp | 24.91%-2.5pp | 550.52%-528.1pp |
| Employer contribution / active EE | $2,100 | $4,215-50.2% | $3,870-45.7% | $4,662-55.0% |
| Participant deferral / active EE | $5,016 | $5,618-10.7% | $5,058-0.8% | $6,690-25.0% |
| Admin fee / account holder | $25,658 | $9,764+162.8% | $8,401+205.4% | $13,400+91.5% |