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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 | $385,918 | $201,344+91.7% | $184,243+109.5% | $145,877+164.6% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 15.16% | 29.01%-13.8pp | 28.82%-13.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,882 | $7,022-44.7% | $6,427-39.6% | $4,663-16.7% |
| Participant deferral / active EE | $5,259 | $9,807-46.4% | $9,132-42.4% | $6,691-21.4% |
| Admin fee / account holder | $20,809 | $16,382+27.0% | $13,914+49.6% | $13,402+55.3% |