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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 | $467,598 | $185,883+151.6% | $170,043+175.0% | $139,466+235.3% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 23.48% | 60.54%-37.1pp | 53.40%-29.9pp | 373.66%-350.2pp |
| Employer contribution / active EE | $3,716 | $7,596-51.1% | $6,790-45.3% | $4,754-21.8% |
| Participant deferral / active EE | $7,065 | $11,626-39.2% | $10,410-32.1% | $6,712+5.3% |
| Admin fee / account holder | $2,247 | $15,393-85.4% | $12,824-82.5% | $11,409-80.3% |