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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 | $254,454 | $172,111+47.8% | $150,298+69.3% | $137,256+85.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.90% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,948 | $4,636-14.9% | $4,154-5.0% | $4,156-5.0% |
| Participant deferral / active EE | $13,000 | $6,166+110.8% | $5,453+138.4% | $6,407+102.9% |
| Admin fee / account holder | $11,737 | $16,471-28.7% | $14,116-16.9% | $12,270-4.3% |