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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 | $541,277 | $129,737+317.2% | $119,126+354.4% | $154,746+249.8% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 13.83% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,673 | $4,375-61.8% | $4,034-58.5% | $4,379-61.8% |
| Participant deferral / active EE | $5,921 | $5,842+1.3% | $5,318+11.3% | $6,730-12.0% |
| Admin fee / account holder | $4,227 | $11,961-64.7% | $10,693-60.5% | $14,365-70.6% |