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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 | $385,581 | $162,136+137.8% | $152,301+153.2% | $154,746+149.2% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.59% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,048 | $4,890-58.1% | $4,624-55.7% | $4,379-53.2% |
| Participant deferral / active EE | $7,945 | $8,341-4.7% | $8,004-0.7% | $6,730+18.0% |
| Admin fee / account holder | $76,607 | $15,759+386.1% | $14,398+432.1% | $14,365+433.3% |