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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 | $465,984 | $162,136+187.4% | $152,301+206.0% | $154,746+201.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.67% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,961 | $4,890-39.5% | $4,624-36.0% | $4,379-32.4% |
| Participant deferral / active EE | $7,631 | $8,341-8.5% | $8,004-4.7% | $6,730+13.4% |
| Admin fee / account holder | $38,064 | $15,759+141.5% | $14,398+164.4% | $14,365+165.0% |