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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 | $314,271 | $162,136+93.8% | $152,301+106.3% | $154,746+103.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 13.04% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,836 | $4,890-62.5% | $4,624-60.3% | $4,379-58.1% |
| Participant deferral / active EE | $3,397 | $8,341-59.3% | $8,004-57.6% | $6,730-49.5% |
| Admin fee / account holder | $29,697 | $15,759+88.4% | $14,398+106.3% | $14,365+106.7% |