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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 | $256,695 | $199,109+28.9% | $173,730+47.8% | $154,746+65.9% |
| Participation rate | 16.7% | 82.8%-66.1pp | 79.6%-62.9pp | 80.7%-64.0pp |
| Annual return | 63.89% | 20.02%+43.9pp | 19.96%+43.9pp | 172.34%-108.5pp |
| Employer contribution / active EE | $3,302 | $5,311-37.8% | $4,577-27.9% | $4,379-24.6% |
| Participant deferral / active EE | $3,302 | $7,113-53.6% | $6,326-47.8% | $6,730-50.9% |
| Admin fee / account holder | $172,419 | $20,916+724.3% | $17,523+883.9% | $14,365+1100.3% |