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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 | $314,910 | $108,882+189.2% | $96,754+225.5% | $154,746+103.5% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 17.00% | 98.39%-81.4pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,116 | $3,018-29.9% | $2,679-21.0% | $4,379-51.7% |
| Participant deferral / active EE | $7,712 | $5,323+44.9% | $4,758+62.1% | $6,730+14.6% |
| Admin fee / account holder | $2,831 | $10,200-72.2% | $8,905-68.2% | $14,365-80.3% |