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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 | $350,455 | $162,136+116.1% | $152,301+130.1% | $154,746+126.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 18.84% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,951 | $4,890-39.7% | $4,624-36.2% | $4,379-32.6% |
| Participant deferral / active EE | $7,750 | $8,341-7.1% | $8,004-3.2% | $6,730+15.2% |
| Admin fee / account holder | $9,910 | $15,759-37.1% | $14,398-31.2% | $14,365-31.0% |