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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 | $341,228 | $100,073+241.0% | $85,126+300.9% | $145,877+133.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.47% | 84.11%-74.6pp | 66.63%-57.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $5,261 | $3,236+62.6% | $2,731+92.6% | $4,663+12.8% |
| Participant deferral / active EE | $15,888 | $5,294+200.1% | $4,523+251.2% | $6,691+137.5% |
| Admin fee / account holder | $3,674 | $7,261-49.4% | $6,160-40.4% | $13,402-72.6% |