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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 | $502,570 | $100,139+401.9% | $85,187+490.0% | $145,884+244.5% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 11.56% | 84.15%-72.6pp | 66.67%-55.1pp | 551.85%-540.3pp |
| Employer contribution / active EE | $906 | $3,238-72.0% | $2,732-66.8% | $4,662-80.6% |
| Participant deferral / active EE | $11,859 | $5,296+123.9% | $4,525+162.1% | $6,690+77.3% |
| Admin fee / account holder | $898 | $7,262-87.6% | $6,162-85.4% | $13,392-93.3% |