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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 | $345,797 | $166,242+108.0% | $165,071+109.5% | $145,884+137.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.69% | 100.44%-84.7pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,768 | $5,283-66.5% | $4,347-59.3% | $4,662-62.1% |
| Participant deferral / active EE | $4,082 | $6,964-41.4% | $6,035-32.4% | $6,690-39.0% |
| Admin fee / account holder | $12,989 | $16,658-22.0% | $12,695+2.3% | $13,392-3.0% |