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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 | $386,496 | $183,592+110.5% | $155,574+148.4% | $145,877+164.9% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 12.87% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,750 | $5,317-67.1% | $4,676-62.6% | $4,663-62.5% |
| Participant deferral / active EE | $2,605 | $6,466-59.7% | $5,629-53.7% | $6,691-61.1% |
| Admin fee / account holder | $5,037 | $19,316-73.9% | $15,914-68.4% | $13,402-62.4% |