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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 | $398,834 | $114,119+249.5% | $107,187+272.1% | $138,895+187.1% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 16.94% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,714 | $4,059-57.8% | $3,782-54.7% | $4,194-59.1% |
| Participant deferral / active EE | $7,786 | $5,538+40.6% | $5,096+52.8% | $6,396+21.7% |
| Admin fee / account holder | $5,396 | $10,024-46.2% | $9,162-41.1% | $12,562-57.0% |