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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 | $308,071 | $172,111+79.0% | $150,298+105.0% | $137,256+124.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 21.56% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,945 | $4,636+6.7% | $4,154+19.0% | $4,156+19.0% |
| Participant deferral / active EE | $4,945 | $6,166-19.8% | $5,453-9.3% | $6,407-22.8% |
| Admin fee / account holder | $1,197 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |